Continuing Financial Education 2020

Salepage : Continuing Financial Education 2020
Archive : Continuing Financial Education 2020 Digital Download
Delivery : Digital Download Immediately

The White Coat Investor is excited to present

Continuing Financial Education 2020

The Latest in Physician Wellness and Financial Literacy

This is the most action-packed, star-studded online course we’ve ever put together. And it’s eligible for CME. This is your chance to become financially literate, reduce burnout, and be inspired to make real change in your life, all while earning continuing education credit. Medicine, Dentistry, and similar professions can result in a challenging work-life balance. This course will show you how to change your employment situation, become more resilient, and put your financial life in a position that you can do what you want, when you want, and how you want to do it.

This course consists of over 34 hours of audiovideo content from some of your favorite speakers, bloggers, podcasters, and authors including:

• Rick Ferri, CFA Author of multiple books, host of the Bogleheads podcast, president of John C. Bogle Center
• Paul Merriman Author of multiple books, host of Sound Investing podcast
• Morgan Housel Author, speaker, former columnist and partner and blogger at Collaborative Fund
• Harry Sit Author of multiple books and blogger at The Finance Buff
• Phil Demuth, PhD Author of multiple books and financial advisor
• James Dahle, MD Physician, speaker, author of multiple books, host of The White Coat Investor podcast and blog
• Leif Dahleen, MD Retired physician, speaker, and blogger (The Physician on FIRE)
• Peter Kim, MD Physician, speaker, blogger (Passive Income MD) and course developer
• Jimmy Turner, MD Physician, author, speaker, and blogger (The Physician Philosopher)
• Bonnie Koo, MD Speaker, course developer, and blogger (Wealthy Mom MD)
• Sarah Catherine Gutierrez, CFP Speaker and financial Advisor
• Steven Podnos, MD, CFP Speaker, physician and financial advisor
• Randy Gertner, MD, IAR Speaker, physician and financial advisor
• Disha Spath, MD Speaker and blogger (The Frugal Physician)
• Victor Mangona, MD Physician, speaker, and blogger (39 Point 6)
• Jordan Grumet, MD Physician, speaker, blogger (DiverseFI) and host of the What’s Up Next podcast
• Shawni Coll, MD Physician and speaker
• Fahd Ahmad, MD Physician, speaker, and blogger (Rogue Dad MD)
• Kurt Schoppe, MD Physician and speaker
• Dawn Baker, MD Physician, speaker, and blogger (Practice Balance)
• B.C. Krygowski, MD Physician and blogger (B.C.Krygowski.com)
• Brent Lacey, MD Physician, speaker, and blogger (The Scope of Practice)
• Ben White, MD Physician, author, and blogger (benwhite.com)
• Jason Mizell, MD Physician and curriculum developer
• Daniel Kesten, Esq Estate planning attorney
• Letizia Alto, MD Blogger (Semiretired MD) and course developer
• Dennis Hursh Author and attorney
• Tahlia Weiss, MD Physician
• Christina Hedderly, MD Physician
• Trisha Swan, MD Physician
• Matt Wiggins, Insurance agent (Pattern Financial)
• Chuck Krugh, Insurance agent (Doctor Disability)
• Rick Warren, MBA Insurance agent (Insuring Income)
• The Blogger behind Crispy Doc
• The Blogger behind Reflections of a Millenial Doctor

Eligible for CME

This course is eligible for 10 credit hours of CME and Dental CE. That means you can use your CME/CE fund to purchase it. It also means that the self-employed can write it off as a business expense, paying for it with pre-tax dollars, lowering the after-tax price for most docs by 30-50%!

Mandatory CME/CE Statement

This activity has been designed to meet the educational needs of physicians and dentists involved in the care of patients.

After completing this activity, the participant should be better able to: Understand the factors influencing burnout and the options to reduce personal risk and symptoms related to burnout, Discuss factors that enable one to recover from psychologically challenging clinical cases related to “second victims” of such cases, Describe the benefits of self-knowledge for clinicians and highlight strategies to maintain joy in clinical practice and in personal life, Specify action steps that can be taken to reduce malpractice

This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of SynAptiv and the Advanced Continuing Education Association (ACEA). SynAptiv is accredited by the ACCME to provide continuing medical education for physicians. SynAptiv designates this enduring material for a maximum of 10 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity. Dental professionals may claim up to 10 continuing education credits for this activity. This activity has been planned and implemented in accordance with the standards of the American Dental Association CERP through the joint program provider approval of Affordable CE and ACEA. Affordable CE is approved for awarding ADA CERP credit.

The following faculty, planner and/or content manager reported the following financial relationship with commercial interests whose products or services may be mentioned in this CE activity: Crispy Doc: Collective Medical, Ad Hok Clinical Advisory Board

Content

There are over 34 hours of high-quality video and audio content including lectures, screencasts, and panels. Topics include:

Burnout prevention, burnout treatment, physician wellness, sexual health, debt management, financial planning, retirement, stock investing, risk control, real estate investing, passive income, work life balance, estate planning, asset protection, tax reduction, practice management, and more.

Here is the course list:

1. The State of Physician Wellness: A review of the literature
2. Sexual Health and How it Affects Patients and Physicians
3. Panel: Boosting Career Longevity for Women
4. Recovering from Cases that Make You Cry
5. Self-Knowledge: The Key to Managing Physical and Financial Health
6. Who Owns You? What Happens to the Physician-Patient Relationship When the Doctor Does Not Own the Practice
7. Panel: Extreme Solutions for burnout–Practice part-time or leave medicine completely
8. Choosing Joy Over Despair: How You Can Get Fired Up In Your Career Instead of Burning Out
9. Panel: Educating the Next Generation on Wellness and Financial Health
10. Panel: Adventures in Burnout: Recognizing and Beating the Burn
11. Protecting Yourself and Your Patients from Malpractice
12. Exploring the Tax-efficient Waterfall
13. The Education of an Index Investor
14. Panel: Insurance-Disability, Life, Property, Liability, Health
15. Panel: Recognizing and Interacting Appropriately with Financial Advisors
16. FatFIRE: Living Large and Giving Large
17. Building Streams of Passive Income
18. Physicians and Financial Planning
19. Tax Planning of White Coat Investors
20. Financial Independence in 5 Years with a Cash Balance Pension
21. Annihilate Your Student Debt
22. Panel: Investing for Retirement and College
23. Pitfalls in Physician Contracts
24. Surviving a Bear Market
25. Estate Planning: Taking Care of Those You Care About Most
26. How to Achieve Financial Freedom Using Direct Real Estate Investing
27. Financial Independence, Retirement Optional
28. Pay Only Your Fair Share: How to Legally Lower Your Taxes
29. Factor Investing: Implications on Portfolio Construction
30. Confronting an Uncertain Future
31. The Psychology of Investing
32. Student Loan: Past, Present, Future and Advanced Payoff Strategies
33. Bridging the Intimacy Gap
34. Physician Wellness in the Modern Medical Practice

Listen In Your Car

This online course is hosted on Teachable, which has an app for iPhones and iPads. So you can download it and listen to it in your car during your commute, just like a podcast (not available on Android).

No Risk to You

Like all WCI online courses, this one comes with a guarantee. If you purchased it less than a week ago and have watched less than 10% of it (yes we can track it), you can request a no-questions-asked, 100% money back refund simply by emailing [email protected]. Buy today and it is yours to watch as many times as you want, at your convenience, indefinitely.

Buy Continuing Financial Education 2020 Today for just $649!

Your Instructor

James M. Dahle, MD, FACEP

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 now the most widely-read, physician-specific personal finance and investing website on the planet. He is also the best-selling author of The White Coat Investor: A Doctor’s Guide to Personal Finance and Investing and The White Coat Investor’s Financial Boot Camp: A 12-Step High-Yield Guide to Bring Your Finances Up to Speed. Subsequent efforts in this space include the establishment of a popular podcast, 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 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.”

Course Curriculum

CME Qualifying Presentations

Start
The State of Physician Wellness: A Review of Literature- James Dahle, MD (54:40)

Start
Recovering From Cases That Make You Cry- Fahd Ahmad, MD (65:39)

Start
Self-Knowledge: The Key to Managing Physical and Financial Health- Dawn Baker, MD (53:00)

Start
Panel: Extreme Solutions for Burnout- Practice Part-Time or Leave Medicine Completely (47:16)

Start
Choosing Joy Over Despair: How You Can Get Fired Up in Your Career Instead of Burning Out- Brent Lacey, MD (56:41)

Start
Panel: Educating the Next Generation on Wellness and Financial Health (58:56)

Start
Panel: Adventures in Burnout: Recognizing and Beating the Burn (51:10)

Start
Protecting Your Patients and Yourself From Malpractice- James Dahle, MD (75:30)

Start
Confronting an Uncertain Future: A Path to Wellness through Financial Independence- Trevor Royce, MD (.5 CME/CE) (64:27)

Start
Physician Wellness in the Modern Medical Practice- Randy Gertner, MD (79:07)

Start
Bridging the Intimacy Gap Between Doctors and Patients through Shared Storytelling- Jordan Grumet, MD (.5 CME/CE) (26:19)

Start
Instructions on How to Receive Your CME/CE Certificate

Start
Links to References Provided in CME Presentations
Non-CME Qualifying Presentations

Start
Exploring the Tax Efficient Waterfall- Sarah Catherine Gutierrez, CFP (52:09)

Start
The Education of an Index Investor- Rick Ferri, CFA (61:27)

Start
Panel: Insurance: Disability, Life, Property, and Liability- What You Need to Know (41:06)

Start
Panel: Boosting Career Longevity for Women Physicians (53:30)

Start
Panel: Recognizing and Interacting Appropriately with Financial Advisors (58:45)

Start
FatFIRE: Living Large and Giving Large- Leif Dahleen, MD (42:58)

Start
Sexual Health and How it Affects Patient and Physician Well-Being- Shawni Coll, DO (40:36)

Start
Who Owns You? What Happens to the Physician-Patient Relationship When the Doctor Does Not Own the Practice- Kurt Schoppe, MD (37:44)

Start
Building Streams of Passive Income- Peter Kim, MD (58:46)

Start
Physicians and Financial Planning- Steven Podnos, MD, MBA, CFP (54:13)

Start
Tax Planning of White Coat Investors- Phil DeMuth, PhD (52:00)

Start
Financial Independence in 5 Years with a Cash Balance Pension and Real Estate- Victor Mangona, MD (59:32)

Start
Annihilate Your Student Debt- Disha Spath, MD (46:05)

Start
Panel: Investing for Retirement and College (59:40)

Start
Pitfalls in Physician Contracts- Dennis Hursh- JD (49:09)

Start
Surviving a Bear Market- James Turner, MD (43:24)

Start
Estate Planning- Taking Care of Those You Care About Most- Daniel Kesten, JD (57:55)

Start
How to Achieve Financial Freedom Using Direct Real Estate Investing While Working as a Physician- Letizia Alto, MD (58:41)

Start
Financial Independence, Retirement Optional- Steven Podnos MD, CFP, MBA (42:03)

Start
Pay Only Your Fair Share: How to Legally Lower Your Taxes- Harry Sit (58:22)

Start
Factor Investing: Implications on Portfolio Construction- Paul Merriman (72:29)

Start
Student Loans: Past, Present, Future & Advanced Payoff Strategies- Ben White, MD (41:53)

Start
The Psychology of Investing- Morgan Housel (44:25)

More from Categories : Everything Else