Feb 9, 2023
Jeff reviews some key changes in
2022 that have enabled Bellomo & Associates to expand its estate
planning and elder law services. He also shares a Covid-related
health issue that arose during the year along with the positive
developments that resulted from that very same
challenge.
Looking ahead, Jeff and the team
will continue to provide distinctive consultation and educational
opportunities for industry professionals and members of the
community. These include their popular workshops, boot camps, and
this podcast in addition to a new book that’s due for publication
later this year.
Your host, Jeffrey R. Bellomo,
the founder of Bellomo & Associates, is a licensed and certified
elder law attorney with a master’s degree in taxation and a
certificate in estate planning. He explains complex legal and
financial topics in easy-to-understand language.
Key Takeaways
00:59 –
New space, new team members in
2022
- Bellomo &
Associates expanded into Lancaster County
- New office: 2173 Embassy Drive, Lancaster, PA
17603
- New community outreach coordinator: Jessica
Delp
- New director of marketing: Roslyn
Drotar-Cassidy
03:43 –
Covid-19 hits home
- In January 2022, while traveling with his wife
and daughter, Jeff tested positive for Covid-19
- Away from home, they rented a house in Florida
while Jeff quarantined
- Back in Pennsylvania, Jeff was diagnosed with
sleep apnea, most likely because of Covid or long Covid
- He is now using a BiPap
machine
07:42 –
Working from home
- Jeff worked from home and was forced to reduce
his meeting schedule while he recovered
- Working from home led to the creation of this
podcast, educational videos, and blog posts
- He also wrote a book titled, “A Fork in the
Road,” about modern estate planning—a March/April publication date
is expected
- The other lawyers and team members at the firm
really stepped up during the year while Jeff regained his
health
09:39 –
2023 will be a busy year
- Looking for more space in Lancaster
- Will continue to do weekly and bi-weekly
workshops
- Bootcamps eligible for continuing education
credits will be offered for professionals in health care,
insurance, counseling, accounting, etc.
- Jeff will continue to provide education for the
community through his popular speaking engagements
Links and Resources
Mentioned
KBG Injury
Law https://resultsyoudeserve.com/
For more information, call us at (717) 845-5390.
Connect with Bellomo &
Associates on Social Media
LinkedIn: https://www.linkedin.com/in/bellomoandassociates
Ways to work with Jeff
Bellomo
Contact Us: https://bellomoassociates.com/contact/
Practice areas: https://bellomoassociates.com/practice-areas/