Continuing Financial Education 2025
Achieve Financial Success and Create
an Intentional Life You Love
Enroll for $789Eligible for 17 CME Credits
Education That Can Be
Worth Millions
Step away from the chaos, rediscover the joy of being a doctor, and learn how to build the financial stability to practice medicine on your terms with presentations from the latest Physician Wellness & Financial Literacy Conference.
With 35+ hours of material, you'll earn up to 17 CME credits, all while crafting your ideal career, financial and personal life.
WCICON curates information on finance that is easy to understand with speakers specializing in specific areas (financial advisors, asset protection, real estate). I also enjoy the sessions on wellness to remind myself to make time for self-consideration and self-care...The WCICON speakers are vision boards and an inspiration. Thank you for what you do!
WCICON is a rare blend of financial literacy, personal growth, and community-driven learning. It goes beyond investment strategies and tax planning to explore the deeper purpose behind financial independence. The conference bridges technical expertise with real-life application, making financial security feel not just achievable but meaningful.
WCICON prompted me to reevaluate how I think and use my time, energy, and money to sustain myself personally and professionally, and provided a practical to do list on what I need to do to optimize my mental and financial health. Adulting is not easy, and WCICON provides a framework on how to thrive not only as a healthy physician but also as a healthy human being.
Fast-track your financial independence while maximizing your happiness.
Featured Presentations
- Lessons Learned from Early Financial Independence – Jim Dahle, MD
- What the Dying Can Teach Us About Money and Life – Jordan Grumet, MD
- Understanding the Financial Advice Industry – Sarah Catherine (SC) Gutierrez, CFP®, CRPS
- Cash Flow: Organization and Optimization at Any Income – Tyler Scott, DMD, CFP®, CSLP
- Retirement Planning for Physicians: How to Structure Plans for Maximum Tax Efficiency – Paul Sundin, CPA
- It's Not All Your Fault: The 6 Ways That Your Organization Contributes to Your Individual Burnout (and What You Can Do About It) – Robert Leschke, MD, CPCC
- How to Leverage AI as a Physician to Save Time – Andrew Roberts, MD
- Defending the Castle: A Practical Guide to Asset Protection Planning – Jack T. Carney, JD, CELA, CLU
- Raising Financially Savvy Kids: Empowering the Next Generation – Michele Cho-Dorado, MD
Enroll Risk-Free with Our
Money Back Guarantee
Enroll Risk-Free with Our Money Back Guarantee
Not sure you want it? Hesitant to commit the time and money to finally figure out your financial life?
We'll give you 7 days, risk-free, to decide. That's right. For the first week after you purchase it, you can return the course and get every dime back if it isn't the life-changing experience we know it will be.
You can take up to 20% of the course in those 7 days to determine if this course is for you. If you determine it's not right, email [email protected] within the 7 days to receive your refund.
Course Overview
Get lifetime access to the latest and greatest in financial and wellness education to improve your finances AND your quality of life.
What the Dying Can Teach Us About Money and Life – Jordan Grumet, MD
Feedback: Boon or Bane? – Carla Smith, MD, PhD
The Case Against Stoicism – Dimitrios Tsatiris, MD
Sponsorship vs. Mentorship: What Is the Difference and Why Do You Need Sponsorship to Advance Your Career? – Gayle Galletta, MD
Boundaries 2.0: Being Well Despite Encountering Problematic Personalities – Gina Clark, MD, DPhil
Keep Calm and Coregulate: Strategies to Mitigate Physician Stress While Providing Trauma-Informed Care – Gretchen Pianka MD, MPH, FAAP
The Purpose Code – Jordan Grumet, MD
The Power of Thought: Harnessing Concepts from Cognitive-Behavioral Therapy to Enhance Physician Well-Being – Julie Alonso, MD
Physician Heal Thyself: How to Incorporate Evidence-Based Dietary Practices into Your Busy Life – Natalie Gentile, MD
Digital Wellness: Boosting Productivity and Focus in the Era of Digital Distraction – Nidhi Gupta, MD
It's Not All Your Fault: The 6 Ways That Your Organization Contributes to Your Individual Burnout (and What You Can Do About It) – Robert Leschke, MD, CPCC
Planning for Productivity and Fulfillment: Moving Forward with Less Stress and More Fun – Sarah Hart-Unger, MD
Happily Ever After: Creating Marital Bliss Without Adding on More Date Nights, Gifts, or Getaways – Seema Desai, DDS, ACC, ELI-MP, CPWD
Lifestyle Medicine as a New Solution to Physician Burnout or Moral Injury? – Shilpi Pradhan, MD
Tipping the Scales of Wellness: Lessons Learned in Caring for Aging Loved Ones – Talia Collier, MD
Bloom Where You're Planted: 5 Strategies for Becoming a Flourishing Leader – Tracy Asamoah, MD, ACC
Panel: A Candid Appraisal of Non-Clinical Careers in Medicine
Claim Your CME/CE Credits – Up to 17 hours
Understanding the Financial Advice Industry – Sarah Catherine (SC) Gutierrez, CFP, CRPS
Lessons Learned from Early Financial Independence – James Dahle, MD
529s, HSAs, ABLEs, and Annuities: The Other Tax-Protected Accounts – James Dahle, MD
How to Leverage AI as a Physician to Save Time – Andrew Roberts, MD
How to Crush Locum Tenens Work – Ashley Tauriac, MD
Tax Savvy: The Physician's Guide to Smart Tax Planning – Chad Chubb, CFP®, CSLP; Tyler Olson, EA
Mastering Business Taxes for the Independent Contractor – Christopher Davin, MEng
Why Real Estate Investing Is a Terrible Investment for Most Physicians – Daniel Wrenne, CFP
When and How to Renegotiate Your Employment Agreement – Dennis Hursh, Esq.
Investing in Single Family Homes at Scale – Elaine Stageberg, MD, MHA
How to Choose Which Index Funds You Actually Want in Your Portfolio – Elizabeth Chiang, MD, PhD
Defending the Castle: A Practical Guide to Asset Protection Planning – Jack Carney, JD, CELA, CLU
Implementing a Three-Fund Portfolio in Real Life – Leif Dahleen, MD
Raising Financially Savvy Kids: Empowering the Next Generation – Michele Cho-Dorado, MD
5 Behaviors That Sabotage Your Retirement – Parameshwari Baladandapani, MD
The Boring Investor – Paul Moore
Retirement Planning for Physicians: How to Structure Plans for Maximum Tax Efficiency – Paul Sundin, CPA
Brain vs. Money – Sarah Catherine (SC) Gutierrez, CFP, CRPS
From Tragedy to Security: The Critical Protections Every Doctor Should Have – Travis Christy, DIA
Cash Flow: Organization and Optimization at Any Income – Tyler Scott, DMD, CFP®, CSLP
Panel: Navigating Disability as a Medical Practitioner
Conversation with the Columnists
Money and Marriage: How to Create Financial Security with Your Spouse – Katie Dahle
Step away from the chaos and dedicate the time to crafting an intentional and fulfilling life.