Physician Wellness and Financial Literacy Conference- Park City

Continuing Financial Education

The first Physician Wellness and Financial Literacy Conference was held in Park City, UT. It featured 12 hours of expert led presentations.

Lecturers include William Bernstein, Jonathan Clement, Mike Piper, Nisha Mehta, Lawrence Keller, Bonnie Koo, Leif Dahleen, Sarah Catherine Gutierrez, and James Dahle.

Feedback from the conference was nearly universally positive, with 99% of attendees who felt the conference was a good value for their time and money and 100% who would recommend it to their physician colleagues. Comments from attendees include:

The topics...were all interesting and pertinent...and the variety of topics kept things interesting throughout the day. It was also nice leaving some time for questions and comments from the audience...Very impressed with you and your organization.

Highlights for me were Mike Piper’s lectures, Jim’s lectures, Clement’s lecture

I felt that the lectures contained information for those of all levels of understanding...the speakers were all great and friendly.

Dahle's and Clements' talks were outstanding and thought-provoking.

[Loved] Gutierrez's lecture

[Enjoyed] the opportunity to solidify financial theories and topics that we only read about

[I liked] the deeper dives into investing, corporate structure, Medicare, social security, insurance. Many of the specific items I liked were presenter's opinions.

The presenters were all outstanding. There was a lot of content, and I would come back even if all the talks were the same to make sure I get it all! I would also bring my non-physician husband.

Solid curriculum

The quality of speakers was phenomenal

Your Instructor

James M. Dahle, MD, FACEP
James M. Dahle, MD, FACEP

James M. Dahle, MD, FACEP is a practicing emergency physician and a veteran who developed a passion for personal finance and investing early in his career after being ripped off by financial professionals of many types. After a lengthy self-education process, he realized nobody was teaching this material to physicians and similar high-income professionals and many of them were making the same mistakes he made. This passion grew into The White Coat Investor blog, established in May 2011 and is now the most widely-read, physician-specific personal finance and investing website in the world. He is also the best-selling author of four books in The White Coat Investor Series. Subsequent efforts in this space include the establishment of a two podcasts, a YouTube channel, a live conference, a Facebook Group, online courses, a subreddit, and an online forum. The White Coat Investor community also funds a scholarship which gives away nearly $100,000 in cash and prizes each year to professional students and provides a free book to every first year medical and dental student in the US in order to promote financial literacy and directly reduce the indebtedness of these young professionals. This online course represents the next step in getting this information into the hands of those who need it most in order to "get a fair shake on Wall Street."

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! We offer a no-questions asked refund for 7 days after purchase. However, due to previous behavior by other course purchasers (who took all or most of the course and then asked for their money back), we will not offer a refund if you have already watched more than 25% of the course/videos.

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