Use Your CME Dollars to Crush Burnout and Become Financially Literate

By Dr. Jim Dahle, WCI Founder

Every year, we put on a conference with a faculty composed of the best minds we can find on the topics of physician financial literacy and the prevention and treatment of physician burnout. Like the readers of this blog, only about 75% of those who come to the conference are physicians. The truth is that 95% of what is taught is applicable to everybody.

While the conference is a unique experience where you get to interact directly with the speakers, network with the other attendees, and let your hair down and play, the content presented at the conference is also extremely valuable. It is so valuable that we send it home with the attendees, so they can see the sessions they missed because they were in another room in a different session or down at the pool or on the golf course boosting their wellness. There are three ways to get that content:

1. Attend the conference in person
2. Attend the conference virtually
3. Take the Continuing Financial Education online course

Your chance to do either of the first two in 2025 is now gone (though there's always WCICON26 in Las Vegas!). I'm sorry. It was really fun, educational, and inspiring. But you can still get all the great content via option #3, which became available this week. In fact, we're having a sale on it until Tuesday, April 8 at midnight. Use code CFE100 to get $100 off. And yes, the course is just as eligible for purchase with CME (or business) dollars as the conference was. Earn up to 17 CME/CE credits. Buying the course is cheaper, too. There's no need to take time off work, buy a flight, or pay for a hotel room. If you have an iPhone, you can listen to the content podcast style on your commute.

What People Said About This Course Content

Still not sure you want it? How about 10 testimonials from people who attended the WCICON25 conference?

#1 An Annual Check-in

It’s our annual check-in for our financial plans to make sure we are sticking to the principles we have adopted and to learn new tips for building wealth and living well.

#2 Peeling the Onion

It continues to be valuable as I grow in wisdom, peeling the onion so to speak in my understanding of [the] increasing complexity of finances and learning more from wellness experts.

#3 Fully Engaged

WCICON was fully engaged from the opening ceremony to the closing keynote, which I cannot say about ANY other conference I’ve ever attended. WCICON was filled with speakers who entertained, educated, and cared about each of the attendees. This impacted my financial life by actually improving my wellness, which will help prevent burnout in the coming year as I look forward to attending WCICON 2026.

#4 An Annual Touchpoint

The financial aspects are nothing new, but need to be heard yearly to keep me on track! I really enjoyed Dr. [Jordan] Grumet's talk regarding purpose and Dr. [Seema] Desai's talk on marriage. I feel the conference helps break me out of my routine, reset, and return home energized.

#5 The Speakers Are an Inspiration

WCICON curates information on finance that is easy to understand with speakers specializing in specific areas (financial advisor, asset protection, real estate). I also enjoy the sessions on wellness to remind myself to make time for self-consideration and self-care. I like hearing stories from different people and their journey to financial wellness because people are at different stages in their lives. The WCICON speakers are vision boards and an inspiration.

#6 Great for Couples

The wellness talks were great. Marriage and relationship talks which we attended as couples helped us with managing expectations and talk about our goals. We especially enjoyed Katie Dahle's talk on how to make plans together.

#7 I Didn't Know What I Didn't Know

WCICON was incredibly valuable for many reasons. It helped me take a step back and evaluate more important questions about why I need the money I thought I needed. It eased my money anxiety and instead helped me refocus on what is important in life. It helped solidify some of the things I have read, and expert speakers gave me new insights I would not have known about. It helped me learn what I didn't know I didn't know. It was refreshing to meet people in different specialties and learn about other's life and financial journeys. I feel more empowered and more well!

#8 Get the Wealth AND Understand Why I Want It

WCICON boosted my personal wellness, financial life, and overall life more than I could have even expected. While I gained many tips from experts on things I can do to increase my wealth and protect my wealth, even more importantly, it made me take a step back and understand why I even want the money I thought I needed. I learned that I am financially on track and I should focus on utilizing money as a tool toward happiness. I feel more refreshed and inspired than ever. I no longer have money anxiety; instead I feel free and ready to enjoy life.

#9 Facing My Own Fears . . . and Taking the Info to the Next Generation

After years of stumbling through finances, I finally got the basics down: emergency fund, maxing out tax-advantaged accounts, and transferring money into investments. But I was still stuck paying a 1.25% fee, which stung. So, I came to this conference, hoping to take the leap and manage things on my own . . . the system is grinding me down to the point where, shockingly, I’ve thought about leaving bedside medicine . . . Seeing other doctors who’d faced their fears, taken control of their finances, and transformed their careers was inspiring. I realized I can do this, too. The fear I’ve been carrying started to lift. Sure, it’s still there, but it’s not paralyzing anymore . . . What I’ve learned isn’t just for me—it’s for the people I love and particularly for my students and residents, too. I’m ready to pass on the knowledge and protect the next generation of doctors, to give them the confidence I didn’t have when I was in their shoes. This experience gave me more than financial knowledge; it gave me a renewed sense of purpose.

#10 The Reset I Needed

I was honestly surprised at how much I got out of WCICON. I loved that it not only gave me motivation to organize my finances, but I really enjoyed that there was a parallel focus not only on achieving financial independence but also about how to live meaningfully. It was the reset that I needed to not only start financial planning but also motivated me to take stock of the things I really wanted to be doing with my time.

Packed with High-Yield Content

Still not sure? Look at all this great stuff you get!

Wellness Presentations (CME Eligible)

1. What the Dying Can Teach Us About Money and Life — Jordan Grumet, MD
2. Feedback: Boon or Bane? — Carla Smith, MD, PhD
3. The Case Against Stoicism — Dimitrios Tsatiris, MD
4. Sponsorship vs. Mentorship: What Is the Difference and Why Do You Need Sponsorship to Advance Your Career? — Gayle Galletta, MD
5. Boundaries 2.0: Being Well Despite Encountering Problematic Personalities — Gina Clark, MD, DPhil
6. Keep Calm and Coregulate: Strategies to Mitigate Physician Stress While Providing Trauma-Informed Care — Gretchen Pianka, MD, MPH, FAAP
7. The Purpose Code — Jordan Grumet, MD
8. The Power of Thought: Harnessing Concepts from Cognitive-Behavioral Therapy to Enhance Physician Well-Being — Julie Alonso, MD, FAPA
9. Physician Heal Thyself: How to Incorporate Evidence-Based Dietary Practices into Your Busy Life — Natalie Gentile, MD
10. Digital Wellness: Boosting Productivity and Focus in the Era of Digital Distraction — Nidhi Gupta, MD
11. It's Not All Your Fault: The 6 Ways That Your Organization Contributes to Your Individual Burnout (and What You Can Do About It) — Robert Leschke, MD, CPCC
12. Planning for Productivity and Fulfillment: Moving Forward with Less Stress and More Fun — Sarah Hart-Unger, MD
13. Happily Ever After: Creating Marital Bliss Without Adding on More Date Nights, Gifts, or Getaways — Seema Desai, DDS, ACC, ELI-MP, CPWD
14. Lifestyle Medicine as a New Solution to Physician Burnout or Moral Injury? — Shilpi Pradhan, MD
15. Tipping the Scales of Wellness: Lessons Learned in Caring for Aging Loved Ones — Talia Collier, MD
16. Bloom Where You're Planted: 5 Strategies for Becoming a Flourishing Leader — Tracy Asamoah, MD, ACC
17. Panel: A Candid Appraisal of Non-Clinical Careers in Medicine

Finance Presentations

1. Understanding the Financial Advice Industry — Sarah Catherine (SC) Gutierrez, CFP, CRPS
2. Lessons Learned from Early Financial Independence — James Dahle, MD
3. 529s, HSAs, ABLEs, and Annuities: The Other Tax-Protected Accounts — James Dahle, MD
4. How to Leverage AI as a Physician to Save Time — Andrew Roberts, MD
5. How to Crush Locum Tenens Work — Ashley Tauriac, MD
6. Tax Savvy: The Physician's Guide to Smart Tax Planning — Chad Chubb, CFP®, CSLP; Tyler Olson, EA
7. Mastering Business Taxes for the Independent Contractor — Christopher Davin, MEng
8. Why Real Estate Investing Is a Terrible Investment for Most Physicians — Daniel Wrenne, CFP
9. When and How to Renegotiate Your Employment Agreement — Dennis Hursh, Esq.
10. Investing in Single Family Homes at Scale — Elaine Stageberg, MD, MHA
11. How to Choose Which Index Funds You Actually Want in Your Portfolio — Elizabeth Chiang, MD, PhD
12. Defending the Castle: A Practical Guide to Asset Protection Planning — Jack Carney, JD, CELA, CLU
13. Implementing a Three-Fund Portfolio in Real Life — Leif Dahleen, MD
14. Raising Financially Savvy Kids: Empowering the Next Generation — Michele Cho-Dorado, MD
15. 5 Behaviors That Sabotage Your Retirement — Parameshwari Baladandapani, MD
16. The Boring Investor — Paul Moore
17. Retirement Planning for Physicians: How to Structure Plans for Maximum Tax Efficiency — Paul Sundin, CPA
18. Brain vs. Money — Sarah Catherine (SC) Gutierrez, CFP, CRPS
19. From Tragedy to Security: The Critical Protections Every Doctor Should Have — Travis Christy, DIA
20. Cash Flow: Organization and Optimization at Any Income — Tyler Scott, DMD, CFP, CSLP
21. Panel: Navigating Disability as a Medical Practitioner
22. Panel: Conversation with the Columnists (How to Spend Money and Other Topics)
23. Money and Marriage: How to Create Financial Security with Your Spouse — Katie Dahle

Buy It Risk-Free

Still not sure? Take advantage of our one-week, no questions asked, 100% money-back guarantee (if you have watched less than 20% of the course). We're so sure you're going to love it that we'll give you the same guarantee that we offer with all of our online courses knowing just how rarely it ever gets used. This is a risk-free purchase!

Continuing Financial Education 2025 is the life-changing online course you've been wanting. Beat burnout and master your finances!

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