Continuing Financial Education 2022
Up to 17 hours of CME credit
We’ve watched too many talented physicians, clinicians and dentists struggle to invest their hard earned income to create lasting wealth. We’ve also seen these same professionals careen towards burnout with the unique career and financial pressures we face.
The Continuing Financial Education 2022 course was created to guide medical professionals like you to wise financial strategies and to find that renewed passion for medicine so you can create meaningful, sustainable careers.
When you purchase the course you can expect:
- Basic finance, advanced finance, wellness, and spouse modules
- 50+ hours of expert keynotes and presentations
- Up to 17 AMA PRA Category 1 Credits and Dental CE credits
- Keynotes from James Dahle, MD, Michelle Singletary, William Berstein, MD, and James Lange, CPA, Attorney plus over 30 other presenters
Now is the time to invest in yourself so you can continue investing in medicine.
You are worth the investment!
Course Curriculum
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StartFitness and Weight Loss for Busy Physicians- Mohammed Alo, DO (52:45)
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StartPhysician Leaders, Not the Government, Will Fix the U.S. Healthcare System- Brent Lacey, MD (52:47)
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StartInvesting In Your Greatest Asset: Mind & Body Health for Busy Physicians- Elizabeth Aguirre, MD (51:03)
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StartFirst, Create Your Life Plan- Weili Gray, MD (50:08)
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StartEmbracing Imperfection as a Parent and Physician- Jeremy Toffle, MD (39:22)
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StartDoctors and Divorce: Moving Forward and Looking Back- Fahd Ahmad, MD, MSCI (41:52)
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StartYour Paraympathetic Nervous System: The Key to Making a Change Stick- Tracy Asamoah, MD (43:26)
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StartThe Growing Epidemic of Infertility Among Physicians- Dawn Baker MD, MS (49:37)
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StartThe Pen is Mightier- Stephanie Benjamin MA, MD (42:07)
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StartLife Coaching – What is it Good For? Absolutely Everything!- Jenny Christner, MD (35:49)
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StartYour Most Important Investment: Making Time For Your Family- Cory S. Fawcett, MD, CHPC (47:54)
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StartEat Healthy and Beet Death! A Nutrition Presentation That Will Knock Your Stalks Off- Joshua Liberman, MD (47:37)
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StartMindfulness Practices for Health Care Workers- Khalid Sheikh, MD, MBA, FACC, FNLA (65:47)
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StartThree Cultural Taboos that Caregivers Experience that Prevent Self-Care- Edward Smink, PhD, BCC, RN (42:06)
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StartWill Success Make You Happy? The Answer May Surprise You- Dimitrios Tsatiris MD (49:54)
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StartTop-Down Life Management: From Mission and Vision to Action- Brennan Boyd, MD (38:29)
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Start“The Biopsy is Back”: Palliative Pearls for Delivering Bad News- Faryal Michaud, DO (47:58)
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StartInstructions for Receiving Your CME/CE Certificate
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StartBeyond Enough, Giving for Maximum Impact- James Dahle, MD (49:59)
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StartWhere Much is Given, Much is Required- Michelle Singletary (52:50)
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StartWhy Physicians Should Care About Financial History- William Bernstein, MD (44:04)
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StartThe Best Way for Physicians to Save Money for Retirement- James Lange, CPA, Attorney (50:41)
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StartHow to Think About Debt- James Dahle, MD (42:42)
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StartHow to Understand and Negotiate Your Employment Contract- Brian Foley, MD, MBA (55:59)
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StartFinance 101: For Graduating Residents and New Attendings- Altelisha Taylor, MD MPH (53:54)
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StartAsset Protection and Estate Planning- Sandeep Basran, JD (50:49)
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StartHow to Be a Cash Flow Boss: A Problem Based Learning Approach- Latifat Akintade,MD (44:42)
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StartExploring the Tax Efficient Waterfall- Sarah Catherine Gutierrez, CFP (49:20)
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StartWhat Every Physician Should Know About Disability and Life Insurance- Lawrence Keller, CFP, CLU, ChFC, RHU, LUTCF (52:06)
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StartBehavioral Finance 101: How 80% of Your Wealth-Building Strategy Has Nothing to Do With Math- Brent Lacey, MD (46:53)
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StartThe Bumpy Road to FI: Finance For Spenders- Anna McKeone, MD (40:01)
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StartIndex Fund Investing: A Practical Approach to Financial Freedom- Stephen D. Pamatmat, MD (44:18)
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StartWhat Does Climbing K2 Teach You About Finance and Investments?- Bo Parfet, MBA (74:56)
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StartNavigating the Options Within 401(k) and Other Employer Retirement Accounts- Clint Gossage, CFP, CFA, CPA (33:09)
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StartBuilding Your Personal Brand 101- Jenny Christner, MD (39:47)
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StartImplementing Systems for Direct Real Estate Investing- Cory S. Fawcett, MD, CHPC (45:25)
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StartUnderstanding Retirement Plans to Advocate for Better Fees and Fund Line-Ups- Sarah Catherine Gutierrez, CFP (46:14)
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StartWhy Online Security is So Important for Doctors and Critical Steps to Protect Yourself- Dewan Farhana, DO (26:57)
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StartHow Much Do I Need To Retire & How Do I Get There?- Chad Chubb, CFP, CSLP (59:50)
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StartThe Inside Story About “150 Portfolios Better Than Yours”- Paul Merriman (54:33)
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StartRoadmap to Investing in Short Term Rentals- Sabitha Setty, MD (22:33)
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StartAsset Protection For Physicians: The Reality- Jay Adkisson. Esq. (54:29)
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StartWhat Every Physician Should Know About Taxes- Parameshwari Baladandapani, MD (43:55)
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StartRetirement Spending: Strategies to Live Well Off The Money You've Saved- Leif Dahleen, MD (44:43)
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StartHow to Join the Silicon Valley Tech Ecosystem as a Physician- Dewan Farhana, DO (25:22)
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StartMini-MBA For Physicians- Brian Foley, MD, MBA (53:51)
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StartDe-Risking Your Portfolio: Your Personal Glidepath Prior to Retirement- David Graham, MD (47:32)
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StartGrowing Into Your Role As Breadwinner- Barbara Hamilton, MD (33:32)
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StartTen Critical Rules For Successfully Investing in Syndications- Peter Kim, MD (47:55)
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StartThree Huge Mistakes that Cost Doctors and Their Families- James Lange, CPA, Attorney (52:45)
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StartWhen It's No Longer Money That Dictates Decisions- Nisha Mehta, MD (43:34)
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StartThe Tax Benefits of Owning Long-Term and Short-Term Rentals- Letizia Alto, MD, MA (44:17)
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StartPlease Leave Us Feedback To Improve the Course
CME Disclosure
Continuing Financial Education 2022 (WCICON22) has been approved for up to 17 CME/CE credits for physicians
(AMA PRA Category 1 CreditsTM) and dentists (Academy of General Dentistry’s PACE program).
Learning Objectives:
● Describe core components of creating a positive mindset and addressing
common problems physicians face when burnt out
● Identify the factors influencing burnout, how to overcome them, and options to
thrive as a doctor
● Discuss strategies to overcome personal challenges and develop habits that can
increase a physician’s ability to provide quality care
● Specify environmental and personal factors such as relationships, finances, and
nutrition that can impact performance as a clinician
● Develop healthy tools outside of medicine to improve well-being in the personal
and clinical realms of physician-hood
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 Your CE Source and Advanced Continuing
Education Association (ACEA) as well as ACEA’s approval under the Academy of
General Dentistry (AGD). Your CE Source is accredited by the ACCME to provide
continuing medical education for physicians. This activity has been designed to meet the
educational needs of physicians and dental professionals involved in the care of patients.
Your CE Source 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. 17.00 Hours of dental CE are available through AGD’s
PACE program through ACEA under AGD subject code 770, Self-Improvement, in
self-guided format.
Dates of CME/CE Approval: March 2, 2022 - March 1, 2023)
CME/CE Contact: [email protected]
The below faculty, planner and/or content managers have disclosures to publicize. All
conflicts of interest have been resolved.
Dawn L Baker MD - Ownership Interest in Practice Balance PLLC
Dena George, MD - Ownership Interest in Dena George MD Coaching LLC
Joshua Liberman - Speaker’s Bureau for AstraZeneca; Boehringer-Ingelheim; Esperion;
Amarin Therapeutics
"The content is highly valuable and relevant; I would recommend to any physician as a chance to learn a lot about high yield topics in a short time."
-WCICON22 attendee
"It helped me realize that I don't need to panic and I'm not too late in getting started. I learned how to maximize pre-tax savings and ways to decrease my tax burden. I also learned the importance of trying to make my ideal practice and life a reality."
-WCICON22 Attendee