Speakers - Physician Wellness & Financial Literacy Conference 2027

Keynote Speakers

James Dahle, MD, FACEP

Multi-Generational Wealth Without Wrecking Your Kids

Saundra Dalton-Smith, MD

The Restorative Edge: 7 Types of Rest for Wellness

Rick Ferri, CFA

A Few Good Funds: The Majesty of Simple Investing

Tyler Scott, DMD, CFP®, CSLP®

The Needle Movers That Matter for Your Financial Success

James Dahle, MD, FACEP

The Needle Movers That Matter for Your Financial Success

Breakout Speakers

Latifat Akintade, MD

Wealth as Stewardship

Hannah Brandt, PT, DPT, CPT, IFNCP

Beyond Burnout: From Surviving to Thriving

Jasper James Chen, MD, MPH, MBA

Building a Legacy Real Estate Portfolio

Katie Dahle, MS

Better Together: Aligning Your Finances with Your Shared Hopes, Dreams, and Goals

Leif Dahleen, MD

Funding Your Retirement: How to Optimally Achieve Your Goals Using Numerous Accounts & Incomes

Meredith Dean, CFP®, RICP®, ChSNC®, CSLP,

Protecting Your Most Valuable Asset: A Physician's Guide to Disability Insurance

Andrew Elden, MD, FACG

Getting Your Life Back: Using AI to Reduce Administrative Burden and Reclaim Your Time at Home

Shanika Esparaz, MD, DipABLM

5 Steps to Negotiate for Your Well-Being at Work

Cory Fawcett, MD

Live Your Best Life Now

Brian Foley, MD, MBA

Part-Time by Design: How Physicians Can Cut Back Hours Before Burnout, Disability, or Regret

Jordan Grumet, MD

The Healthcare Heist: How Third Parties Have Leveraged Our System to Rob Doctors and Patients Blind

Amanda Harrell

Retirement Plans: Get Your Fair Shake

Bryan Jepson, MD, CFP®, ChSNC®

Beyond the White Coat: Lessons from Physicians Who Navigated Retirement and Reinvention

Stephen Lee, CPA, CPWA®

The 1099 Physician Tax Playbook: Entity Structure, Retirement Plans, and Avoiding Costly Mistakes

Kristie Lin, MD

Bedside Manner 2.0: How a Measurable Soft Skill Reduces Burnout, Bad Outcomes, and Lawsuits

Sean Mullaney, CPA

Drawdown Tax Planning for High Net Worth Retirees

Takashi Nakamura, MD

Getting Everything in Telemedicine: The Fulfilled, Well-Paid, Well-Rested Physician

Annia Raja, PhD

I'm Fine (Until I'm Not): When Physicians Should Seek Professional Help (and What Kind)

Jennifer Rozelle, JD

Protecting Your Legacy: When a Trust Belongs in Your Estate Plan

Farah Saleh, CPA

The Anatomy of Smart Tax Strategies

Tyler Scott, DMD, CFP®, CSLP®

Workshop: Calm and Clarity Through Intentional Cash Flow Planning

Amna Shabbir, MD, NBC-HWC, CPC

The Perfectionism Tax: The Real Price Clinicians Pay—and How to Replace It with Excellencism

Ashley Shaw, Esq.

Negotiating Beyond the Legal Terms: How to Get What You Really Want in Your Physician Contract

Khalid Sheikh, MD, MBA

Optimizing the Lifespan & Healthspan of Medical Professionals with Evidence-Based Clinical Strategy

Barbara Sparacino, MD, FAPA

The Hidden Financial Crisis Inside Your Family: What Aging Parents Are Really Costing Physicians

Bernard Tawfik, MD

Being Efficient and Effective in Your Career and at Work

Dimitrios Tsatiris, MD

How to Set Boundaries with Yourself

Joshua White, DO, DipABLM

Build Your Health So You Can Use Your Wealth

Bill Yount, MD

In Search of The Golden Ratio: Reverse Engineer Your Life

Jake Zadra, MD

The Hidden Cost of Being the Reliable Doctor