March 11th

3-7 pmCheck-in

5-7 pmOpening Social

Come meet and socialize with fellow conference attendees. Light hors d'oeuvres and drinks provided.

March 12th

8:00-9:00 amJames Dahle, MD

The State of Physician Wellness: A Review of Literature*

9:10-10:10 amSarah Catherine Gutierrez, CFP

Exploring the Tax Efficient Waterfall

10:40-11:40 amRick Ferri, CFP

The Education of an Index Investor

1:20-2:20 pmJordan Grumet, MD

Bridging the Intimacy Gap Between Doctors and Patients through Shared Storytelling*

1:20-2:20 pmPanel

Recognizing and Interacting Appropriately with Financial Advisors
Moderator: Jim Dahle
Panel Members: Rick Ferri, Johanna Fox, Randy Gertner, Sarah Catherine Gutierrez, and Steven Podnos

2:50-3:50 pmShawni Coll, DO

Sexual Health and How it Affects Patient and Physician Well-Being*

2:50-3:50 pmPeter Kim, MD

Building Streams of Passive Income

4:00-5:00 pmRandy Gertner, MD

Physician Wellness in the Modern Medical Practice*

4:00-5:00 pmPanel

Boosting Career Longevity for Women Physicians*
Moderator: Bonnie Koo, MD
Panel Members: Disha Spath, MD, Carrie Reynolds, MD, Sunny Smith, MD, and Danette LeBaron, MD

March 13th

8:00-9:00 amFahd Ahmad, MD

Recovering from Cases That Make You Cry*

9:10-10:10 amPhil Demuth, PhD

Tax Planning of White Coat Investors

10:40-11:40 amMorgan Housel- Partner, Collaborative Fund

The Psychology of Investing

1:20-2:20 pmKurt Schoppe, MD

Who Owns You? What Happens to the Physician Patient Relationship When the Doctor Does Not Own the Practice*

1:20-2:20 pmPanel

Extreme Solutions for Burnout—Practice Part-Time or Leave Medicine Completely*
Moderator: Leif Dahleen, MD
Panel Members: Jared Kirkham, MD, Dawn Baker, MD, B.C. Krygowski, MD, Jordan Grumet, MD, Crispy Doc

2:50-3:50 pmBrent Lacey, MD

Choosing Joy Over Despair: How You Can Get Fired Up in Your Career Instead of Burning Out*

2:50-3:50 pmBen White, MD

Student Loans: Past, Present, Future & Advanced Payoff Strategies

4:00-5:00 pmDawn Baker, MD

Self-Knowledge: The Key To Managing Physical and Financial Health*

4:00-5:00 pmPanel

Investing for Retirement and College
Moderator: James Dahle
Panel Members: Leif Dahleen, Harry Sit, Paul Merrriman, Phil Demuth

March 14th

8:00-9:00 amNisha Mehta, MD

Physician Burnout: Moving Beyond Resilience to Tangible Solutions*

8:00-9:00 amPanel

Educating the Next Generation on Wellness and Financial Health*
Moderator: Jimmy Turner, MD
Panel Members: Jason Mizell, MD, Fahd Ahmad, MD, Jesse Richards, MD, Kathy Hiller, MD, Gaurava Agarwal, MD

9:10-10:10 amDaniel Kesten

Estate Planning—Taking Care of Those You Care About Most

9:10-10:10 amPanel

Adventures in Burnout: Recognizing and Beating the Burn*
Moderator: Crispy Doc
Panel Members: Nisha Mehta, MD, Jimmy Turner,MD, The Happy Philosopher, and Reflections of a Millennial Doctor

10:40-11:40 amTrevor Royce, MD

A burnout reduction and wellness strategy: personal financial health for the medical trainee and early career physician*

10:40-11:40 amLetizia Alto, MD

How to Achieve Financial Freedom Using Direct Real Estate Investing While Working as a Physician

1:20-2:20 pmJames Dahle, MD

Protecting Your Patients and Yourself from Malpractice*

2:50-3:50 pmHarry Sit

Pay Only Your Fair Share: How to Legally Lower Your Taxes

4:00- 5:00 pmPaul Merriman

Factor Investing: Implications on Portfolio Construction

Continuing Education Credit Information

Conference Objective: The objective of the conference is to address severe deficiencies noted among physicians in the medical literature of topics including burnout prevention, burnout treatment, personal finance, investing, and business knowledge.  The deficiency increases burnout, decreases wellness and job satisfaction, and affects patient care.

Disclosures:  Relevant financial relationships (or none) will be disclosed prior to the conference.

This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Utah Medical Association through the joint providership of the UMA Foundation and The White Coat Investor. The UMA Foundation is accredited by the Utah Medical Association to provide continuing medical education for physicians. The UMA Foundation designates this live activity for a maximum of 15.0 AMA PRA Category 1 Credits™.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

This activity has been planned and implemented in accordance with the standards of the Academy of General Dentistry Program Approval for Continuing Education (PACE) through the joint program provider approval of Embrasure Space and White Coat Investor, LLC. Embrasure Space is approved for awarding FAGD/MAGD credit. AGD ID# 378539



Refund Policy

Cancellation Fees

  • Prior to December 1st: $100
  • December 1st to February 1st: $500
  • February 1st to March 11th: $1100
  • After March 11th: No refund

You cannot sell your tickets to others. Your ID will be checked at conference check-in. You must show up to get your swag bag; we will not be mailing them.

Billing Information

  • Visa
  • Mastercard
  • American Express
  • Discover
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