Physician Wellness and Financial Literacy Conference- Park City
Continuing Financial Education
On March 1-3, 2018, 300 physicians, dentists, and other high income professionals met in Park City, Utah for the first-ever Physician Wellness and Financial Literacy Conference. It was a wonderful time with receptions, informal dinners, and skiing, but it also included 12 hours of lectures, a panel of physician financial bloggers, and a book signing event.
The lectures and blogger panel were recorded and compiled with slides, if used, into this online course, which is now made available to you to watch on any device at any time convenient to you without requiring expensive or inconvenient travel to Park City.
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.
The quality of speakers was phenomenal
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."
StartIntroduction to the Conference (2:47)
StartThe State of Physician Financial Literacy - James M. Dahle, MD, FACEP (45:09)
StartHow Social Security Affects You - Mike Piper, CPA (47:40)
StartEarly Career Financial Issues and Interacting with a Financial Advisor - Sarah Catherine Gutierrez, CFP (55:33)
StartPhysician Burnout – A New Kind of Medical Epidemic - Nisha Mehta, MD (53:52)
StartHow Insurance Can Protect A Physician’s Ability to Care For Patients - Lawrence B. Keller, CFP®, CLU, ChFC, RHU, LUTC (54:19)
StartHow Physicians Fail at Investing - William Bernstein, MD (59:17)
StartDecreasing Physician Tax Burdens and Structuring Your Practice Properly - Mike Piper, CPA (50:36)
StartBalancing Work, Family, and Finances - Bonnie Koo, MD (60:14)
StartHow Physicians and Patients Will Pay for Health Care and Other Expenses Now and In Retirement - James M. Dahle, MD, FACEP (61:08)
StartPhysician Wellness: Are Self-Care and Work-Life Balance Feasible? - Nisha Mehta, MD (61:09)
StartHow to Think About Money as a Physician - Jonathan Clements (51:19)
StartFinancial Independence: Overcoming the Obstacles to Create the Life and Practice You Desire - Leif Dahleen, MD (49:52)