Continuing Financial Education 2026

Find clarity, build wealth, and live with intention.

Enroll for $789
Eligible for 16.5 CME Credits

CME That Helps You Build Wealth and Prevent Burnout

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 40+ hours of material, you'll earn up to 16.5 CME credits, all while crafting your ideal career, financial, and personal life.

Enroll for $789

Deep Dive Workshops

Fast-track your financial independence while maximizing your happiness.

New this year: Focus on the topic that will move the needle most for you right now. With lifetime course access, you can return anytime to dive into the others.

Calm and Clarity Through Intentional Cash Flow Planning

Organize your cash flow in an intentional, easy-to-implement system: set clear goals, track expenses, automate transfers, establish a target savings rate, and plan for the unexpected.

Redefining Retirement: Financial Freedom with Purpose and Joy

Move beyond traditional retirement planning and design a future where financial independence supports a meaningful and fulfilling life.

Protecting Your Most Valuable Asset—You

Learn practical strategies for stress awareness, boundary setting, and building a sustainable medical career that prevents burnout.

Enroll for $789
My end-of-career net worth could very literally be worth millions more based on the principles I learned at the WCI conference. I think that’s a pretty amazing return on my investment.
Don Grace,
Emergency Medicine PA
The perfect integration between educational financial frameworks and data-backed/personal connections to why taking care of wellness is important.
Dr Tina Thomas,
Psychiatry
You can't put a price on financial clarity and peace of mind, and WCICON allows you to achieve that.
Brian Barlow,
Stay-at-Home Parent







Fast-track your financial independence
while maximizing your happiness.

Featured Sessions:

Christine Benz

The Numbers and Psychology of Retirement Spending

James Dahle,
MD, FACEP

Why Some Doctors Fail at Money and How You Can Avoid Being One of Them

Robert Glazer

Capacity Building: A Framework to Unlock Your Potential

  • The Physics of Finance: Timeless Concepts for Smarter Investing – Edward Geary, MD
  • Money & Marriage: How to Create Financial Security with Your Spouse – Katie Dahle
  • Annual Financial Optimization – Sarah Catherine (SC) Gutierrez, CFP®, CRPS
  • Spending: The Money Activity Too Often Forgotten – Brett Stevens, MBA
  • Time Is Money: Leveraging AI in Your Personal Life to Reclaim Your Day – Andrew Roberts, MD
See All Lectures

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 courses@whitecoatinvestor.com 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.

Capacity Building: A Framework to Unlock Your Potential – Robert Glazer
Your Most Valuable Asset — You: How to Be Less Reactive Under Stress, Part 1 – Rob Orman, MD
Your Most Valuable Asset — You: How to Leave Work at Work, Part 2 – Rob Orman, MD
Money & Marriage: How to Create Financial Security with Your Spouse – Katie Dahle
MicroSkills for Self-Care: Transforming Physicians Who Heal Everyone Except Themselves – Resa Lewiss, MD
The Confident Clinician: Go from “Do I Belong Here?” to “I’ve Got This”– Shanika Esparaz, MD
The Psychology of Physician Finance: Why We Choose Poorly – Josh Daily, MD
Time Is Money: Leveraging AI in Your Personal Life to Reclaim Your Day – Andrew Roberts, MD
Understanding the Five Types of Freedom – Dawn Baker, MD
Transformative Leadership: Unleashing Potential for Wellness and Financial Mastery – Rutherford Pascal
Tech as a Sidekick: Using Technology to Support (Not Sabotage) Physician Wellness – Gina Clark, MD
Maximizing RVUs for Fun and Profit – Sameer Bakhda, MD
Joy First: Level Up Without Stressing Out – Seema Desai, DDS
Debunking the Myths of Concierge and Direct Primary Care: A Real-World Perspective – Patrick Mullen, MD
Death Is Often Quiet – Jordan Grumet, MD
Bridging the Gap: Teaching Financial Literacy in Medicine – Josh Daily, MD
How to Claim Your CME/CE Credits

Why Some Doctors Fail at Money and How You Can Avoid Being One of Them – James Dahle, MD
Portfolio Construction Dilemmas: How to Build an Investment Plan for Your Life – James Dahle, MD
The Numbers and Psychology of Retirement Spending – Christine Benz
Redefining Retirement: Financial Freedom with Purpose and Joy, Part 1 – Christine Benz; Mike Piper, CPA; Leif Dahleen, MD
Redefining Retirement: Financial Freedom with Purpose and Joy, Part 2 – Christine Benz; Mike Piper, CPA; Leif Dahleen, MD
Calm and Clarity Through Intentional Cash Flow Planning, Part 1 – Tyler Scott & White Coat Planning Staff
Calm and Clarity Through Intentional Cash Flow Planning, Part 2 – Tyler Scott & White Coat Planning Staff
What You Need to Know About Social Security – Mike Piper, CPA
Spending: The Money Activity Too Often Forgotten – Brett Stevens, MBA
How Much Is Enough? Establishing Your Finish Line – Cory Fawcett, MD
Annual Financial Optimization – Sarah Catherine Gutierrez, CFP
Doing Good While Doing Well: How to Give for Maximal Effect for You and the Charity – Matt Moore, MD
From Accumulation to Decumulation: Crafting Sustainable Retirement Withdrawal Strategies – Jeff Weintraub, MD, MBA, CFP
Leveraging Your Expenses Through Credit Card Rewards – Kelly Wright, MD
Not All Data Is Equal: Negotiating Compensation with Physician Compensation Surveys – Kyle Claussen, JD
Short-Term Rental: Loophole or Dupe-Hole? The Truth Behind STR Loopholes, Bonus Depreciation, and Physician Hype – Shweta Pearlstein, MD
The Physics of Finance: Timeless Concepts for Smarter Investing – Edward Geary, MD
The Power of Seeing Differently: Legacy, Leadership, and the Blink That Changes Everything – Julia Myers, PharmD, MBA
Traditional vs. Non-Traditional Index Funds: What 25 Years of Data Tells Us – Paul Merriman
When the Diagnosis Hits You: How to Protect Your Income and Future with the Right Disability Insurance Strategy – Ben Glass, JD

Step away from the chaos and dedicate the time to crafting an intentional and fulfilling life.

Enroll in CFE26 Now