Home - Physician Wellness & Financial Literacy Conference 2027

ORLANDO, FL

At WCICON27, immerse yourself in a relaxed atmosphere where you can prioritize your financial well-being and take steps towards the life you envision.

Give yourself dedicated space and time to improve your financial well-being and personal wellness
Openly discuss money and investing with a supportive community that share similar struggles and goals
Get personalized help from trusted financial and wellness experts in identifying the next steps to reach your goals
Enjoy a restorative retreat experience unlike any typical CME conference

Learn from those ahead of you, collaborate with those in a similar stage,
and pay it forward by sharing your knowledge with those just starting out.

The White Coat Investor community members are your people.

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Turn Your Income into Lasting Wealth

INVEST IN YOURSELF

Achieve the financial freedom to spend without guilt, support your loved ones, retire comfortably, AND give back to the causes you care about.

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FIND COMMUNITY

WCICON isn't about “networking”; it’s about making genuine connections and finding friends who can relate to your struggles, share ideas, and remind you that you’re not alone. Organized lunches, dinner meetups, happy hours, and wellness activities make finding your people easier.

TAKE ACTION

Attend workshops or breakouts that fits your goals. Build or refine your financial plan, reignite the passion for your career and prevent burnout, or set the stones for the retirement you have been dreaming of. lay the foundation for the retirement you’ve been dreaming of.

PRIORITIZE WELLNESS

Financially stable physicians are less burned out and can enjoy longer, more meaningful careers, while providing better care to their patients. WCICON gives you dedicated space to relax, recharge, and enjoy yourself while investing in your future. Whether you're diving into organized fun like golf, pickleball, yoga, and happy hours, or simply soaking in a much-needed break from your daily grind—this is more than just time off. It’s time well spent.

KEYNOTE SPEAKERS

See All Breakout Speakers

WHAT YOU WILL EXPERIENCE

Hybrid Tracks

Customize the finance and wellness content with both virtual and in-person options

Meaningful Connections

Build community with like-minded professionals and finance enthusiasts

Reprieve from Burnout

Refresh and return home equipped with practical approaches to create a better life

Wellness Activities

Enjoy golf, pickleball, yoga, group runs, and more

Luxury Accommodations

Unwind at a high-end resort with fine dining, spa, and pool

CME Credits

Earn AMA PRA Category 1 Credits & Dental CE Credits

Hear their stories. See why they keep coming back.

SHARE STRUGGLES. CELEBRATE WINS. BUILD WEALTH.

Hear from past WCICON attendees as they share how this community helped them gain confidence, take action, and reclaim their time, money, and purpose.

SCHEDULE AT A GLANCE

Wednesday, Feb 24

10 am Pre-Conference DLP Workshop* & Lunch

3 pm Registration Opens

5 pm Opening Reception

7 pm Sponsor Dinners & Dinner Groups

Thursday, Feb 25

8 am General Session Keynote

9 am Workshop & Breakout Sessions

12 pm Lunch (included)

1 pm Workshop Sessions

2 pm General Session Keynote

3 pm Wellness Activities

6 pm Happy Hour & Dinner Groups

7 pm Premium Reception & Dinner

Friday, Feb 26

8 am General Session Keynote

9 am Breakout Sessions

12 pm Lunch (included)

1 pm General Session

2 pm Breakout Sessions

3 pm Wellness Activities

6 pm Happy Hour & Dinner Groups

Saturday, Feb 27

7 am Wellness Activities

9 am Breakout Sessions

12 pm Lunch (included)

1 pm Breakout Sessions

3 pm Closing General Session Keynote

_{*A group ticket link will be organized for individual reservations to a show on the Strip with group transportation included.}

Wellness activities such as pickleball, golf, yoga, meditation, etc. will be available for all registered attendees.

*Join our sponsor DLP Capital for their exclusive pre-conference workshop: Beyond the White Coat: Legacy by Design with Don Wenner & Lloyd Reeb. Arrive early and attend this included lunch workshop on Wednesday with the DLP team and leaders. Registration details will be shared with all attendees in January.

Can't join us in person? Virtual registration will include both livestream and on-demand participation.

RETREAT TO ORLANDO, FL

WCICON will be held on property of the Rosen Shingle Creek Resort & Spa in the heart of Orlando.

This premier resort offers a blends of upscale comfort with expansive meeting space and top-tier amenities. Enjoy a seamless conference experience alongside exceptional dining, relaxing resort features, and easy access to everything Orlando has to offer.

LET'S TALK ABOUT MONEY (Yes, Really)

When you’re financially secure, you show up differently. For your patients. For your family. For yourself.

Join us for a weekend of discovering your next step to being financially secure.

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"WCICON curates information on finance that is easy to understand with speakers specializing in specific areas (financial advisors, asset protection, real estate). I also enjoy the sessions on wellness to remind myself to make time for self-consideration and self-care . . . The WCICON speakers are vision boards and an inspiration. Thank you for what you do!"

Brenda Her, MD

"WCICON is a rare blend of financial literacy, personal growth, and community-driven learning. It goes beyond investment strategies and tax planning to explore the deeper purpose behind financial independence. The conference bridges technical expertise with real-life application, making financial security feel not just achievable but meaningful."

Jordan Blanche, DDS

"WCICON prompted me to reevaluate how I think and use my time, energy, and money to sustain myself personally and professionally, and provided a practical to do list on what I need to do to optimize my mental and financial health. WCICON provides a framework on how to thrive not only as a healthy physician but also as a healthy human being."

Margaret Leung, MD

PLATINUM SPONSORS