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2021 Continuing Financial Education
Wellness/CME Presentations
When Life Gives You Lemons: Unexpected Wisdom from a Young (Generation Y) Physician- Audrey J Roberts, MD (56:15)
Developing a Writing Habit: Benefits and Strategies- Ben White, MD (45:47)
Casting Vision: The Cure to Your Toxic Organizational Culture- Brent Lacey, MD (50:45)
You're Burned Out... Now What?- Dawn Baker, MD (50:21)
Living your Bucket List: How Focusing on Death can Allow You to Live a Life on Purpose- Faryal Michaud, DO (61:24)
So, You Want to Take a Sabbatical- Gayle Galletta, MD (50:42)
How to Survive and Thrive as a Divorced Doctor- George Hwang, MD (50:29)
Don't Let Your Side Hustle Go Sideways- Jeff Steiner, DO, MBA (53:55)
Changing Your Life One Line at a Time- Jennifer G. Christner, MD (52:56)
Financial Freedom Means Changing (some) Behaviors- Jess Thompson, MD (42:34)
Romaine Calm: A Salad-Gold Evidence-Based Approach to Nutrition- Josh Liberman, MD (42:29)
The Biggest Investment You Will EVER Make- Kate Louise Mangona, MD (60:39)
The Gap Between Lifespan and Healthspan; Financial and Medical Implications of our Aging Populace- Khalid H. Sheikh, MD, MBA (60:28)
How to Fall Back in Love with Medicine- Muni N. Tahzib, MD (70:10)
Burned out on Burnout? Real Solutions to Reclaim Joy and Meaning in Medicine- Sanj Katyal, MD (35:26)
Instructions for How to Claim CME/CE Credtis
Keynote Presentations
Maximizing the Use of Your Taxable Retirement Account- James Dahle, MD (58:13)
Panel: Building the Nest Egg: Portfolio Construction and Investing During the Accumulation Phase (46:46)
Framing Financial Decisions for Better Outcomes- Allan Roth, MBA, CPA, CFP (61:47)
Panel: WCI Network (46:42)
What Makes a Successful Financial Plan? Lessons from 25+ Years- Christine Benz (60:53)
Panel: Investing and Spending in Retirement (50:43)
Crafting a Retirement Spending Plan- Mike Piper, CPA (55:52)
Insurance Based Investing Products- James Dahle, MD (61:35)
Basic Financial Education Presentations
The Foundations of a Great Tax Plan- Alexis Gallati, EA, MBA, CTP (60:48)
Financial Momentum for the Early Career Doc- Barbara Hamilton, MD (29:04)
Student Loans: A Gateway to Teaching Finance- Ben White, MD (35:16)
High-Yield Financial Topics Your Residents Need to Know- Brennan Boyd, MD (43:43)
Family Finance Conversations That Won't End in a Fight- Brent Lacey, MD (50:52)
Financial Planning for Gen X & Gen Y Physicians- Chad Chubb, CFP, CSLP (57:25)
The Top Mindsets and Skillsets to Ensure Financial Freedom During the COVID-19 Era- Christopher H. Loo, MD-PhD (35:20)
Keys for Success and Pitfalls to Avoid in the Era of Early Retirement- Clint Gossage, CFP, CFA, CPA (18:54)
Debtabetic Neuropathy- Cory Fawcett, MD (54:02)
How First Generation College Graduates Can Reach Financial Independence- Dewan Farhana, DO (31:15)
Successful Budgeting: The First Step on the Pathway to Wealth- Disha Spath, MD (48:36)
More Compensation - Your Best Investment- Kyle Claussen, JD (29:01)
Disability & Life Insurance Planning- Larry Keller, CFP, CLU, ChFC, RHU, LUTCF (62:27)
The Money Mindset Talk You Wish You Had In Training- Latifat Akintade, MD (54:18)
How Do People Get Such Great Returns from Real Estate Investing?- Letizia Alto, MD (60:40)
How to Nail Your Next Negotiation in 3 Simple Steps- Linda Street, MD (48:38)
How to Raise Financially Fit Kids- Sanghamitra Sadhu, MD (26:03)
Stop Selling- Start Sharing Value- Dena George, MD (51:50)
Panel: Career Longevity for Women Physicians (70:17)
Panel: Military Docs- Benefits and Challenges of Managing Career and Service (56:13)
Advanced Financial Education Presentations
Succession Planning Surrounding Your Practice Real Estate- Collin Hart, MBA (47:53)
Funding Retirement through Real Estate- Cory Fawcett, MD (53:12)
Taxes for the White Coat Retirement- David Graham, MD (40:07)
Medical Practice Buy-Ins- Dennis Hursh, JD (40:27)
Using the Insights from Behavioral Finance to Become a Better Investor- John Lim, MD (55:54)
Retirement Plans for Medical and Dental Practices- Konstantin Litovsky, Registered Investment Advisor (48:08)
Investing in Turnkey Rentals & Syndications While Working the W2 Day Job- Lane Kawaoka, PE (63:22)
Beyond the Basics of Disability Insurance- Matt Wiggins (47:44)
How to Evaluate and Invest in a Real Estate Private Equity Fund- Alan Donenfeld, MBA (22:03)
How to Evaluate a Syndication- Chad Doty (30:19)
Estate Planning in a Pandemic- Daniel Kesten, JD (60:08)
How to Launch and Build an Expert Witness Business- Gretchen Green, MD (61:55)
Physician Asset Protection- Jay Adkisson, JD (60:36)
The Business of Healthcare and Healthcare Strategy- Manpreet Samra, MD, MBA (39:52)
Framing Financial Decisions for Better Outcomes- Allan Roth, MBA, CPA, CFP
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