Multi-Professional Boot Camp

A 1-day program created exclusively for financial professionals, healthcare professionals, real estate agents, brokers, and funeral directors. Exclusively for the needs of the people, to improve meeting the needs of your clients while improving the value you create with greater opportunity to generate new and recurring revenue.

Upcoming Boot Camp

April 28, 2022 In-Person in Lancaster, PA

Free CE Credits (*CE credits not yet attained for Real Estate Agents, Brokers, or Funeral Home Directors.)

What is a Multi-Professional Boot Camp?

Bellomo & Associates is pleased to offer you an opportunity to build your business through our educational elder law boot camps for financial professionals, healthcare professionals, real estate agents, funeral directors *CE Credits only approved for Financial and Healthcare Professionals. Our boot camps are a fully interactive and educational day designed to support the careers of insurance agents, CFP’s, financial professionals, social workers, marriage and family counselors, assisted living and nursing home directors, real estate agents *CE Credits not yet approved, brokers *CE Credits not yet approved, funeral home directors *CE Credits not yet approved. Our boot camps are proven to improve meeting the needs of your clients while improving the value you create with greater opportunity to generate new and recurring revenue. After spending this impactful day with us, you will discover better ways to meet the needs of your current clients and create new opportunities to meet the needs of new potential clients. Do not miss this unique and fun educational opportunity. Register now and learn how to create WINS all around the conference table when working with your clients.

6 HOURS *FREE CE CREDIT April 28, 2022 8:00 am-3:30 pm

2173 Embassy Drive Lancaster, PA 17603

*Course has been accepted by Certified Financial Planner Board of Standards, Inc., the Pennsylvania Insurance Department and the State Board of Accountancy.

*CE credits not yet attained for Real Estate Agents, Brokers, or Funeral Home Directors. We will update if this changes.

Click Here For Full Event Details!

Boot Camp Agenda

  • Estate Planning Overview- 8:00 am.
  • Pre-Planning
  • Advance Directives
  • Wills and Trusts
  • Care Options
  • Caregiver Support
  • Veterans Aid & Attendance Benefits
  • Medicaid
  • Crisis Planning
  • Death of a Loved One
  • Handling Estate Assets & Administration
  • Digital Assets
  • Answer to Case Study, Questions and Closing - 3:30 pm.

Join Us To Learn About

Estate Planning Overview

What is Estate Planning, who needs estate planning, discover the “Planning Pyramid”, the Two Finger Test, Managing incapacity, Powers of Attorney, Guardianship process, Using a trust, Protecting against exploitation.

Advanced Directives

What are Advanced Directives, End stage medical conditions, life sustaining treatment, types of advanced directives, spotting issues and who make the decisions.

Caregiver Support

Family caregivers and third parties, caregiver statistics, caregiver agreements, expectations of parties, compensation and taxes.

Handling Estate Assets & Administration

Testate and intestate, how assets are titled/beneficiary designations, probate of a will, legal advertising, notice of estate administration, distributing assets, inheritance tax.

Medicaid

Definition and requirements, after qualification, asset transfers, gifting, look-back period, community spouse resource allowance, monthly maintenance needs allowance, waiver in PA, pre-planning vs. crisis planning.

When?

April 28, 2022

Where?

2173 Embassy Drive Lancaster, PA 17603

Cost?

Free!

Financial Professionals

Meet Your Presenter

Jeffrey R. Bellomo, Esquire is a Certified Elder Law Attorney by the National Elder Law Foundation under authorization of the Pennsylvania Supreme Court. He received an LLM in Taxation and Estate Planning Certificate from Temple University School of Law.

Jeff received a B.A. degree with a program of emphasis in Political Communication, with honors, from Juniata College. He received his Juris Doctor from Widener University School of Law. He then clerked for the Honorable David L. Ashworth of the Lancaster Court of Common Pleas. Jeff is admitted to the Bar of the Supreme Court of the United States and the Bar of the Supreme Court of Pennsylvania, as well as the U.S. District Court for the Middle District of Pennsylvania. He is a member of the Pennsylvania and York County Bar Associations.

Jeff is a National speaker, teaching attorneys across the country the legal technical aspects of Estate Planning and Elder Law as well as how to run an Estate Planning and Elder Law Practice. He also serves as a business coach to several attorneys in the United States. He is an active member of the Juniata College Alumni Association. Jeff is currently the Solicitor for the Treasurer’s Office of the County of York and the Center for Independent Living Opportunities.

April 28, 2022

Register Here!

*If you are registering within 48 hours of a workshop, you must register by calling. Seats are limited!

*If you do not receive a confirmation email within 24 hours, please contact our office to confirm your registration by calling 717-845-5390.

*Each attendee must fill out a form.

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