Physician Wellness & Financial Literacy Conference 2023 | The White Coat Investor | 1 March 2023 | JW Marriott Phoenix Desert Ridge Resort & Spa, 5350 E Marriott Dr, Phoenix, AZ 85054, USA

The Physician Wellness & Financial Literacy Conference is for professionals who want to…
• Increase their financial knowledge
• Improve their wellbeing
• Network with like-minded professionals

2023 Speakers

KEYNOTE SPEAKERS:

Ashley Whillans, MA, PhD
Harvard Business School

Christine Benz
Morningstar

James M. Dahle, MD, FACEP
WCI Founder

Stacy Taniguchi, PhD
Beta Experiences

SPEAKERS:

Alexis Gallati, EA, MBA, MS Tax, CTP
Advanced Tax Strategies for High-Income Earners

Andrew Paulson, MAcc, CSLP®
Why Physicians Should Pursue Public Service Loan Forgiveness

Andrew Roberts, MD
The Pros and Cons of Selling Your Medical Practice

Audrey Roberts, MD, IBCLC, FABM
So You Want 1099 Income? – How to Start Your Own Private Medical Practice

B.C. Krygowski, MD
Burnout: Novel Theories and Practical Coping Strategies

Ben White, MD
Mental Models: Combat Cognitive Bias and Build a Better Life

Bonnie Koo, MD
Setting Boundaries for Physicians

Brennan Boyd, MD
Healthcare Innovation and Entrepreneurship

Chad Chubb, CFP®, CSLP®
Creating Your Financial Plan

Charles Patterson, MD
WCI Columnist

Daniel Wrenne, CFP®
Creating Your Financial Plan

David Graham, MD
Retirement-Specific Risks: Which Are Worth Mitigation?

Dawn Baker, MD, MS
A (Medical) Life Less Ordinary, Beyond Budgeting

Dewan Farhana, DO, MS
How to Vet and Invest in Your First Real Estate Syndication

Dike Drummond, MD
Burnout Proof Workshop: Navigating the Practice Whirlwind

Dimitrios Tsatiris, MD
Addressing Anxiety in Achievers: A New Approach to a Rising Problem

Disha Spath, MD, FACP
Finance, Family & Medicine; Conference Host

Elaine Goldhammer, MD
Beyond Compassion Fatigue: Healing from the Trauma of Being a Healer

Elizabeth Chiang, MD, PhD
Transforming from Burning Out to Burning Brightly

Erik Hofmeister, DVM, DACVAA, DECVAA, MA, MS
How to Teach Personal Finance to Students and House Officers

Erin Garvey, MD
(Re)claiming Your Identity

Ezra Simons
Private Equity Investment in Your Practice: What Does It Mean? Pros, Cons & Food for Thought

Ike Devji, JD
Asset Protection and Risk Management for Affluent Physicians

J. RobRoy Platt, JD
Crucial Estate Planning Concepts for Physicians: Can You Trust Online Trusts?

James Lange, CPA, Attorney, RIA
Planning for Retirement

Jordan Frey, MD
Financial M&M: 11 Biggest Financial Mistakes That Most Doctors Make

Josh Katzowitz
WCI Content Director

Julia Myers, PharmD, MBA, AAHIVP
Raising Kids with Common Cents

Kate Louise Mangona, MD
Conversational Intelligence for Physicians: How to Improve Yours

Katie Dahle
The Unsung Heroes: Physician Spouses/Partners

Kevin Forey, MD, MBA
Food, Nutrition, Controversy, and Confusion: An Evidence-Based Approach to Your Best Investment

Leif Dahleen, MD
Planning for Retirement

Letizia Alto, MD, MA
How to Make Six-Figures in Real Estate Investing in One Year

Margaret Curtis, MD
WCI Columnist

Marisa Chavez, MD
Sleepy MD: The Pervasiveness of Insomnia Amongst Clinicians and One Doctor's Journey to Better Sleep

Matthew Morgan, MD, MS
Getting Stuff Done: A Mindful Approach to Personal Productivity in the Digital Age

Nisha Mehta, MD
How to Succeed in Negotiations: Tips and Tricks

Orrin Franko, MD
Office Efficiencies to Optimize Small Private Practice

Paul Merriman
Building Your Lifetime Investment Plan

Peter Kim, MD
Converting Doctor Income to Passive Income

Samuel Mathis, MD
Creating a Financial Talk That Doctors Want to Attend

Scott Moore, DO
Making Molehills Out of Mountains

Stephanie Pearson, MD, FACOG
Disability Insurance: Everything Physicians Need to Know

Stephen Pamatmat, MD
DIY Investing: Cut Cost and Save Towards Financial Independence

Timothy Stark, MD
Proactive Investment Strategy for Health and Wellness

Tyler Scott
WCI Columnist

William L. MacDonald
Capital Gains, Ordinary Income, Estate Taxes Optional to Pay!

Yuval Bar-Or, PhD
Beyond Stocks and Bonds: Alternative Asset Classes

2023 Sponsors

PLATINUM SPONSORS:
• dlp Capital
• Pearson Ravitz

GOLDS SPONSORS:
• Cerebral
• Mortar
• Realty Mogul
• Sofi

SILVER SPONSORS:
• Acretrader
• Auburn Media
• FPLCM
• MLG Capital
• My Financial Coach
• Nova Point
• Origin Investments
• Pattern
• The Peak Group
• The Physician Growth Partners

BRONZE SPONSORS:
• Contract Diagnostics
• Student Loan Advice
• Wealthkeel LLC
• Wrenne Financial Planning