Packed with 50+ hours of high-yield content for physicians, dentists, and other high-income professionals, this conference will help you learn how to reduce burnout, improve your practice management, and increase your financial literacy to save yourself thousands of dollars (yes, possibly even millions) throughout your life. Keynote presentations from Christine Benz, Mike Piper, Allan Roth, and Jim Dahle.
There are three tracks of presentations:
WELLNESS
Featuring talks that help you to overcome burnout, find purpose in your life and career, and balance the craziness that is life as a doctor in the COVID era.
INTRODUCTORY FINANCE
Perfect for anyone, no matter their level of financial sophistication, who wants to be inspired to reach their financial goals.
ADVANCED FINANCE
For those looking to find the next step, even the most financially savvy.
See full list of presentations below
CME/CE
This activity has been designed to meet the educational needs of physicians and dentists involved in the care of patients. This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of the American College of Osteopathic Emergency Physicians (ACOEP) and Advanced Continuing Education Association (ACEA). The ACOEP is accredited by the ACCME to provide continuing medical education for physicians. The American College of Osteopathic Emergency Physicians (ACOEP) designates this live activity for a maximum of 17.00 AMA PRA Category 1 CreditsTM. Physicians should claim only the credit commensurate with the extent of their participation in the activity. Dental professionals may claim up to 17 continuing education credits for this activity. This activity has been planned and implemented in accordance with the standards of the American Dental Association CERP through the joint program provider approval of Affordable CE and ACEA. Affordable CE is approved for awarding ADA CERP credit.
Course Curriculum
- 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
- 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)
- 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)
- 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)