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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning.  We’ll discuss all things Estate Planning and Law.  Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.

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Healthcare and Financial Professional Boot Camp

Sep 8, 2022

In this episode, we focus on Bellomo & Associates’ professional ‘boot camps’. We go through the origin of these educational events, what they do for healthcare professionals & financial professionals, what to expect at an event, and how these events affect consumers.

This provides useful information whether you’re a healthcare or financial professional or a client of an estate planning & elder law firm. First and foremost, we are here to educate, and we want to turn your education into a relationship. Make sure to reach out to us if you are interested in our services and keep up with the Red Wagon Estate Planning and Elder Law Show for more essential information!

Key Takeaways 

Takeaway 1: The origin of the Boot Camp 02:43 

  • About 15 years ago, Jeff started to realize that there was a bit of rub between the healthcare profession and the elder law bar.
  • Jeff talked to some of his social worker friends and tackled this issue with a whole bunch of others. They told him that he should do this for social workers professionally so that they can get credits for an engaging and educational event with him.

Takeaway 2: Including more professionals 07:19 

  • After the second boot camp, we realized, why are just saying social worker and not healthcare? We opened the boot camps to all healthcare professionals. 
  • Each camp earns 6-7 credits. 
  • These camps give us the opportunity to see how the two areas, elder law and healthcare, jive and, at the same time, how they have some conflict. We can examine why the conflict occurs, what it means and what it is from each perspective.
  • These boot camps can do the same with financial professionals with similar conflicts. We found some of the same conflicts with financial advisors, accountants, and other professionals.

Takeaway 3: What these boot camps accomplish

12:48

  • It’s all about case studies and real-life examples to have conversations about the issues and work through them.
  • Professionals are better prepared for any scenario because of these boot camps.
  • We’re currently hosting four boot camps per year. You can give the office a call and go on our website to register.
  • There is a boot camp coming up on October 7th in our Lancaster office. 
    • This one will be for all professionals, healthcare and financial together. The conversation and the interaction is better when you mix the room because the event is not just about one topic. It’s a lot more fun, and it’s a great way to network with other professionals.

Links and Resources Mentioned

Bellomo & Associates workshops: https://bellomoassociates.com/workshops/ 

Connect with Bellomo & Associates on Social Media

Twitter: https://twitter.com/bellomoassoc 

YouTube:  https://www.youtube.com/user/BellomoAssociates 

Facebook: https://www.facebook.com/bellomoassociates 

Instagram: https://www.instagram.com/bellomoassociates/  

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/