I owe the WCI group an apology. Possibly as a result of some bizarre trait I’ve the place I attempt to be (falsely?) modest and self-deprecating, I’ve actually been “underselling” two of our “merchandise” for means too a few years.
After assembly actually a whole lot of you at WCICON final March and studying your critiques and suggestions concerning the convention, I noticed I am really hurting your monetary and profession success by not doing completely all the things I can to get as a lot of you to that convention yearly as potential. On the convention, a critical a part of the worth is the inspiration and camaraderie that takes place there. For many attendees, the Doctor Wellness and Monetary Literacy Convention is the primary time they’ve ever met their tribe and at last eliminated that taboo that retains docs and different high-income professionals from speaking to one another about cash. And we take the wellness half severely, too—not solely with loads of content material geared towards serving to you crush burnout and preserve profession pleasure and longevity, however with superior actions alongside the best way.
However simply the monetary content material by itself is properly definitely worth the value of admission. Severely, it will be very uncommon for somebody to not, at a minimal, decide up a monetary pearl or two that greater than makes up for the value of the convention and their day off work to attend. At any charge, I hope you will forgive me, and I am going to personally decide to doing a significantly better job selling it for subsequent yr.
The second product I have been underselling is what we name Persevering with Monetary Schooling. Every year, we launch a web-based course referred to as Persevering with Monetary Schooling (CFE) with a yr connected to it. This yr’s course is CFE 2026, and we’re releasing it at the moment. The place does that course come from? It comes from WCICON. It has two functions.
The primary function is in order that when folks present as much as WCICON, I can inform them that it is OK for them to go spend the afternoon on the pool, mountaineering, on the golf course, or with their children, as a result of the entire content material goes to go dwelling with them. Even when they attended each class, they missed half the breakout classes in individual. You simply cannot go to all of it, given the a number of tracks on the convention. So, all of the convention attendees get CFE 2026 thrown in completely totally free. That means, they’ll go dwelling guilt-free, regardless of realizing they missed a bit of fine content material on the convention. Then they’ll watch or take heed to it at their leisure at dwelling.
Like all of our on-line programs, they personal it eternally, they usually may even take heed to it “podcast-style” of their automotive. If attendees missed among the CME lectures throughout the convention, they’ll watch them later to get the complete hours. The course provides 16.5 hours of AAFP Elective Credit score (equal to AMA Class 1 credit score) and Dental CE credit score.
The second function of CFE 2026 is for all of you who could not attend the convention for no matter cause. Possibly you did not find out about it. Possibly you needed to work. Possibly you had to make use of your day off for one thing else. Possibly you hate to journey. Possibly all of your day off had for use elsewhere. Does not matter. It’s possible you’ll not get all that camaraderie and networking and enjoyable and wellness actions by way of the web course, however what you do get is totally the entire content material. All of the wellness content material. All of the monetary content material.
And also you get it for a steal in comparison with attending the convention. You do not have to take any day off work. You do not have to purchase a flight. You do not want any Ubers. You do not have to pay for a lodge room or fancy restaurant meals. And since we do not have to feed you costly convention meals, we will ship the fabric to you for lower than half the price charged to attend the convention and possibly 10% of the true value of attending in individual when you think about the day off work. Utilizing low cost code CFE100 earlier than Might 12, you get this course for simply $689. That works out to simply $42 per CME credit score.
Nevertheless it’s not such as you solely get 16.5 hours of fabric. You get 40+ hours of superior stuff. That is lower than $17 an hour. You are fortunate if you’ll find a monetary advisor to show you these things for 10 instances that value. And so they’re most likely not so good as the folks presenting the fabric within the course. I ought to have been telling you about this deal for years. I am sorry I have never been.
What’s within the Course?
The entire following content material is included within the course:
- Why Some Docs Fail at Cash and How You Can Keep away from Being One in every of Them — James Dahle, MD
- Portfolio Development Dilemmas: How you can Construct an Funding Plan for Your Life — James Dahle, MD
- The Numbers and Psychology of Retirement Spending — Christine Benz
- Capability Constructing: A Framework to Unlock Your Potential — Robert Glazer
- Time Is Cash: Leveraging AI in Your Private Life to Reclaim Your Day — Andrew Roberts, MD
- Understanding the 5 Forms of Freedom — Daybreak Baker, MD, MS
- Tech as a Sidekick: Utilizing Expertise to Help (Not Sabotage) Doctor Wellness — Gina Clark, MD, DPhil
- Demise Is Usually Quiet — Jordan Grumet, MD
- Bridging the Hole: Instructing Monetary Literacy in Drugs — Josh Each day, MD, MEd
- The Psychology of Doctor Finance: Why We Select Poorly — Josh Each day, MD, MEd
- Debunking the Myths of Concierge and Direct Main Care: A Actual-World Perspective — Patrick Mullen, MD
- MicroSkills for Self-Care: Reworking Physicians Who Heal Everybody Besides Themselves — Resa E. Lewiss, MD
- Maximizing RVUs for Enjoyable and Revenue — Sameer Bakhda, MD
- Pleasure First: Degree Up With out Stressing Out — Seema Desai, DDS, ACC, ELI-MP
- The Assured Clinician: Go from “Do I Belong Right here?” to “I’ve Bought This” — Shanika Esparaz, MD, DipABLM
- Transformative Management: Unleashing Potential for Wellness and Monetary Mastery — Rutherford Pascal
- Annual Monetary Optimization — Sarah Catherine Gutierrez, CFP
- Doing Good Whereas Doing Properly: How you can Give for Maximal Impact for You and the Charity — Matt Moore
- From Accumulation to Decumulation: Crafting Sustainable Retirement Withdrawal Methods — Jeff Weintraub, MD, MBA, CFP
- How A lot Is Sufficient? Establishing Your End Line — Cory Fawcett, MD
- Leveraging Your Bills By Credit score Card Rewards — Kelly Wright, MD
- Not All Information Is Equal: Negotiating Compensation with Doctor Compensation Surveys — Kyle Claussen, JD
- Brief-Time period Rental: Loophole or Dupe-Gap? The Fact Behind STR Loopholes, Bonus Depreciation, and Doctor Hype — Shweta Pearlstein, MD
- Spending: The Cash Exercise Too Usually Forgotten — Brett Stevens, MBA
- The Physics of Finance: Timeless Ideas for Smarter Investing — Edward Geary, MD
- The Energy of Seeing In another way: Legacy, Management, and the Blink That Modifications All the things — Julia Myers, PharmD, MBA
- Conventional vs. Non-Conventional Index Funds: What 25 Years of Information Tells Us — Paul Merriman
- What You Have to Know About Social Safety — Mike Piper, CPA
- When the Prognosis Hits You: How you can Shield Your Earnings and Future with the Proper Incapacity Insurance coverage Technique — Ben Glass, JD
What Do Individuals Say Concerning the Materials?
No shock, however folks assume extremely of the presenters and the fabric introduced. Listed below are just some examples:
- “It is a nice jumpstart on all of the monetary info we by no means discovered in med faculty however 100% must be financially profitable” – Sarah McConville, Anesthesiology
- “My end-of-career web price may very actually be price hundreds of thousands extra primarily based on the ideas I discovered . . . I believe that’s a reasonably wonderful return on my funding.” – Don Grace, Emergency Drugs PA
- “The proper integration between instructional monetary frameworks and data-backed/private connections to why taking good care of wellness is essential.” – Tina Thomas, Psychiatry
- “. . . Combines reflective soul looking out together with a working assembly the place I come away with a concrete to-do checklist. The entire adjustments I’ve made after studying from the convention have improved my monetary well being.” – Victoria Mancuso, OB-GYN
- “You’ll be able to’t put a value on monetary readability and peace of thoughts, and [this] lets you obtain that.” – Brian Barlow, Keep at Residence Dad or mum
- “Gave me a transparent, actionable framework to take management of my funds with the identical intentionality I deliver to affected person care and efficiency.” – Patrick Mullen, Household Observe
- “I went from dummy to skilled.” – Anika McGrath, Radiology
Deep Dive Workshops
New this yr: give attention to the subject that can transfer the needle most for you proper now. With lifetime course entry, you’ll be able to return anytime to dive into the others.
Calm and Readability By Intentional Money Movement Planning
Manage your money circulate in an intentional, easy-to-implement system: set clear targets, observe bills, automate transfers, set up a goal financial savings charge, and plan for the sudden.
Redefining Retirement: Monetary Freedom with Function and Pleasure
Transfer past conventional retirement planning and design a future the place monetary independence helps a significant and fulfilling life.
Defending Your Most Helpful Asset — You
Study sensible methods for stress consciousness, boundary setting, and constructing a sustainable medical profession that stops burnout.
Enroll Danger-Free with Our Cash Again Assure
Unsure you need it? Hesitant to commit the money and time to lastly work out your monetary life?
We’ll offer you seven days, risk-free, to resolve. That is proper. For the primary week after you buy it, you’ll be able to return the course and get each dime again if it is not the life-changing expertise we all know will probably be.
You’ll be able to take as much as 20% of the course in these seven days to find out if this course is for you. For those who decide it is not proper, electronic mail [email protected] inside these seven days to obtain your refund.
Do you’ve any questions concerning the course?
