{"id":342593,"date":"2025-11-06T19:41:33","date_gmt":"2025-11-07T02:41:33","guid":{"rendered":"https:\/\/www.whitecoatinvestor.com\/speaking-engagements\/"},"modified":"2026-04-16T15:01:46","modified_gmt":"2026-04-16T21:01:46","slug":"speaking-engagements","status":"publish","type":"page","link":"https:\/\/www.whitecoatinvestor.com\/speaking-engagements\/","title":{"rendered":"Speaking Engagements"},"content":{"rendered":"<section class=\"hero speaking-engagements\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto hero-content\">\n<h1>Speaking Engagements<\/h1>\n<div class=\"headline-underscore\"><\/div>\n<p>\n     Thank you for your interest in promoting financial literacy among physicians and other high-income professionals. We truly appreciate your commitment to improving the well-being of medical professionals, and we are honored that you consider The White Coat Investor a trusted resource to support that mission.<\/p>\n<p>     Topics for our speakers can include Personal Finance, Interacting with Financial Professionals, Student Loan Management, Tax Reduction, Asset Protection, Investing, Insurance, Retirement, Estate Planning, and Physician Wellness.\n    <\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"white\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<h2 class=\"text-darkblue\">Meet Our Speakers<\/h2>\n<div class=\"headline-underscore\"><\/div>\n<p>\n     In addition to Dr. Jim Dahle, we have knowledgeable team members available to speak on a variety of financial topics relevant to physicians, dentists, and trainees.\n    <\/p>\n<div class=\"row mt-4\">\n<div class=\"col-lg-3 mx-auto\">\n      <img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/headshots\/jim-dahle-700x700.jpg\" class=\"img-fluid mb-3 mb-lg-0\">\n     <\/div>\n<div class=\"col-lg-9 mx-auto\">\n<h3 class=\"text-blue\">Dr. Jim Dahle, MD, FACEP, FAAEM<\/h3>\n<p class=\"mb-0\">\u200bEmergency physician and founder of The White Coat Investor, Dr. Jim Dahle has helped physicians take control of their finances and build wealth since 2011. Due to high demand, Dr. Dahle can\u2019t accommodate every speaking request. To maximize his availability, we prioritize events that reach larger audiences and that are a strong fit for our mission. Dr. Dahle\u2019s speaking fee is: <b>$3,000<\/b> for a virtual presentation and <b>$7,000 + travel expenses<\/b> for an in-person presentation.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-5\"><\/div>\n<div class=\"row\">\n<div class=\"col-lg-3 mx-auto\">\n      <img decoding=\"async\" src=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2022\/04\/katie-headshot.jpg\" class=\"img-fluid mb-3 mb-lg-0\">\n     <\/div>\n<div class=\"col-lg-9 mx-auto\">\n<h3 class=\"text-blue\">Katie Dahle, MS<\/h3>\n<p class=\"mb-0\">Co-founder of The White Coat Investor. Presentation topics focus on Women and Money, Marriage and Money, and Creating a Financial Plan. Katie's speaking fee is <b>$1000<\/b> for a virtual presentation and <b>$3000 + travel expenses<\/b> for an in-person presentation.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-5\"><\/div>\n<div class=\"row\">\n<div class=\"col-lg-3 mx-auto\">\n      <img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/headshots\/andrew-paulson-350x350.jpg\" class=\"img-fluid mb-3 mb-lg-0\">\n     <\/div>\n<div class=\"col-lg-9 mx-auto\">\n<h3 class=\"text-blue\">Andrew Paulson, CSLP<\/h3>\n<p class=\"mb-0\">The co-founder of StudentLoanAdvice.com, Andrew Paulson is a student loan consultant with deep expertise in helping physicians manage federal and private student debt. He offers <b>free up-to-date pre-recorded presentations<\/b>, and he\u2019s available for virtual presentations with Q&#038;A for <b>$500<\/b> depending on the group size and the timing.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-5\"><\/div>\n<p>    <a href=\"\/speakinginviteform\" class=\"btn btn-primary\" target=\"_blank\" rel=\"noopener\">Request Speaker<\/a>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"darkblue-w text-white\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<h2 class=\"text-white\">Free Resources for Your Program<\/h2>\n<div class=\"headline-underscore\"><\/div>\n<p>If bringing in a live speaker isn\u2019t feasible for your group, please consider using the following free resources.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"gray\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<h3 class=\"text-darkblue\">Ready-to-Use Presentations<\/h3>\n<div class=\"headline-underscore\"><\/div>\n<div class=\"row align-items-center\">\n<div class=\"col-12\">\n<h4 class=\"text-blue\">Presentation for Attendings<\/h4>\n<\/div>\n<div class=\"col-xl-7\">\n<p>Topics covered:<\/p>\n<ul class=\"bullets\">\n<li>Financial literacy<\/li>\n<li>Student loan management for attendings<\/li>\n<li>Financial advisors<\/li>\n<li>The five insurance policies you need and two you don't<\/li>\n<li>Basics of retirement accounts<\/li>\n<li>The benefits of index funds<\/li>\n<li>Basics of estate planning<\/li>\n<li>Basics of asset protection<\/li>\n<\/ul>\n<p>      <a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Attendings-2023-FNL.pptx\" class=\"btn btn-primary\">Download<\/a>\n     <\/div>\n<div class=\"d-none d-xl-block col-xl-5\"><a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Attendings-2023-FNL.pptx\"><img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/program-attendings-500x280.jpg\" class=\"img-fluid\"><\/a><\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-5\"><\/div>\n<div class=\"row align-items-center\">\n<div class=\"col-12\">\n<h4 class=\"text-blue\">Presentation for Residents<\/h4>\n<\/div>\n<div class=\"col-xl-7\">\n<p>Topics covered:<\/p>\n<ul class=\"bullets\">\n<li>Financial literacy<\/li>\n<li>Student loan management for residents<\/li>\n<li>Disability insurance<\/li>\n<li>Term life insurance<\/li>\n<li>Know your retirement accounts<\/li>\n<li>A written financial plan<\/li>\n<li>Contract evaluation<\/li>\n<\/ul>\n<p>      <a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Residents-2023-FNL.pptx\" class=\"btn btn-primary\">Download<\/a>\n     <\/div>\n<div class=\"d-none d-xl-block col-xl-5\"><a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Residents-2023-FNL.pptx\"><img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/program-resident-500x280.jpg\" class=\"img-fluid\"><\/a><\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-5\"><\/div>\n<div class=\"row align-items-center\">\n<div class=\"col-12\">\n<h4 class=\"text-blue\">Presentation for Medical Students<\/h4>\n<\/div>\n<div class=\"col-xl-7\">\n<p>Topics covered:<\/p>\n<ul class=\"bullets\">\n<li>Financial literacy<\/li>\n<li>Living frugally<\/li>\n<li>School\/residency choice<\/li>\n<li>Specialty choice<\/li>\n<li>Student loan management<\/li>\n<li>Owning vs. renting during residency<\/li>\n<li>Financial steps as you leave medical school<\/li>\n<\/ul>\n<p>      <a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Medical-Students-2023-FNL.pptx\" class=\"btn btn-primary\">Download<\/a>\n     <\/div>\n<div class=\"d-none d-xl-block col-xl-5\"><a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Medical-Students-2023-FNL.pptx\"><img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/program-medstudents-500x280.jpg\" class=\"img-fluid\"><\/a><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"white\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<h3 class=\"text-darkblue\">Prerecorded Live Events<\/h3>\n<div class=\"headline-underscore\"><\/div>\n<div class=\"row align-items-center\">\n<div class=\"col-12\">\n<h4 class=\"text-blue\">Medical and Dental Student<\/h4>\n<\/div>\n<div class=\"col-xl-7\">\n<p>Topics covered:<\/p>\n<ul class=\"bullets\">\n<li>Become a financially successful doctor<\/li>\n<li>Save money during residency interviews<\/li>\n<li>Manage your student loans and minimize their cost<\/li>\n<li>Make the right investments during med school<\/li>\n<li>Complete Roth conversions<\/li>\n<\/ul>\n<p>      <a href=\"https:\/\/youtu.be\/2nlv0wELrIA\" target=\"_blank\" class=\"btn btn-primary\" rel=\"noopener\">Watch Now<\/a>\n     <\/div>\n<div class=\"d-none d-xl-block col-xl-5\"><a href=\"https:\/\/youtu.be\/2nlv0wELrIA\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/speaking-medical-student.jpg\" class=\"img-fluid\"><\/a><\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-5\"><\/div>\n<div class=\"row align-items-center\">\n<div class=\"col-12\">\n<h4 class=\"text-blue\">Residents<\/h4>\n<\/div>\n<div class=\"col-xl-7\">\n<p>Topics covered:<\/p>\n<ul class=\"bullets\">\n<li>The importance of financial literacy for wealth building<\/li>\n<li>How to manage your student loans and minimize their cost<\/li>\n<li>How to prioritize your money and start investing<\/li>\n<li>Which insurance you need to protect yourself and your family<\/li>\n<li>How to reach your financial goals and spend the rest on whatever you like guilt-free<\/li>\n<\/ul>\n<p>      <a href=\"https:\/\/youtu.be\/UNTutwQrIuY\" class=\"btn btn-primary\" target=\"_blank\" rel=\"noopener\">Watch Now<\/a>\n     <\/div>\n<div class=\"d-none d-xl-block col-xl-5\"><a href=\"https:\/\/youtu.be\/UNTutwQrIuY\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/speaking-resident.jpg\" class=\"img-fluid\"><\/a><\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-5\"><\/div>\n<div class=\"row align-items-center\">\n<div class=\"col-12\">\n<h4 class=\"text-blue\">Attending<\/h4>\n<\/div>\n<div class=\"col-xl-7\">\n<p>Topics covered:<\/p>\n<ul class=\"bullets\">\n<li>Save thousands and pay off your student loans faster<\/li>\n<li>Start investing with confidence and clarity<\/li>\n<li>Lower your tax bill with smart legal strategies<\/li>\n<li>Protect what matters most with the right insurance, asset protection, and estate planning<\/li>\n<li>Reach your financial goals and spend the rest guilt-free<\/li>\n<\/ul>\n<p>      <a href=\"https:\/\/youtu.be\/SJGVl3BR-fA\" class=\"btn btn-primary\" target=\"_blank\" rel=\"noopener\">Watch Now<\/a>\n     <\/div>\n<div class=\"d-none d-xl-block col-xl-5\"><a href=\"https:\/\/youtu.be\/SJGVl3BR-fA\" class=\"lorem\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/speaking-financial-crash-course.jpg\" class=\"img-fluid\"><\/a><\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-5\"><\/div>\n<div class=\"row align-items-center\">\n<div class=\"col-12\">\n<h4 class=\"text-blue\">Real Estate Investing<\/h4>\n<\/div>\n<div class=\"col-xl-7\">\n<p>Topics covered:<\/p>\n<ul class=\"bullets\">\n<li>How real estate can fast-track your financial freedom<\/li>\n<li>Pros and cons of real estate investment strategies<\/li>\n<li>Choosing the right real estate investments for YOUR portfolio<\/li>\n<li>How to maximize massive real estate tax deductions<\/li>\n<\/ul>\n<p>      <a href=\"https:\/\/www.youtube.com\/watch?v=BiAfAyjKHCI\" class=\"btn btn-primary\" target=\"_blank\" rel=\"noopener\">Watch Now<\/a>\n     <\/div>\n<div class=\"d-none d-xl-block col-xl-5\"><a href=\"https:\/\/www.youtube.com\/watch?v=BiAfAyjKHCI\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/jim-speaking-engagements-video.png\" class=\"img-fluid\"><\/a><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"gray\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<h5 class=\"eyebrow\">Contact Us<\/h5>\n<p>Please let us know a bit about your event, audience size, and goals. We\u2019ll help you find the best speaker or resource to fit your needs. Email us at <a href=\"mailto:presentations@whitecoatinvestor.com\">presentations@whitecoatinvestor.com<\/a>.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"Speaking Engagements Thank you for your interest in promoting financial literacy among physicians and other high-income professionals. We truly appreciate your commitment to improving the well-being of medical professionals, and we are honored that you consider The White Coat Investor a trusted resource to support that mission. Topics for our speakers can include Personal Finance, [&hellip;]","protected":false},"author":1009053,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-blank.php","meta":{"_acf_changed":false,"_wp_convertkit_post_meta":{"form":"-1","landing_page":"0","tag":"0","restrict_content":"0"},"footnotes":""},"class_list":["post-342593","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Speaking Engagements | White Coat Investor<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.whitecoatinvestor.com\/speaking-engagements\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Speaking Engagements | White Coat Investor\" \/>\n<meta property=\"og:description\" content=\"Speaking Engagements Thank you for your interest in promoting financial literacy among physicians and other high-income professionals. 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