Introducing Our Exciting New Workshops!

Description

Those who have been following this podcast know that Jeff Bellomo's sense of purpose grew out of a difficult situation his family faced when his mother became ill. The Bellomo family struggled to find proper care for Mom and didn't know how to pay for her care without exposing the family to tremendous financial risk. They needed resources and experts, but the system seemed stacked against them.

That experience inspired Jeff to specialize in estate planning and elder law so that no other family would be forced to go through what his family experienced. Jeff committed himself to providing the resources and expertise that families need to make smart, informed decisions about elder care while ensuring that their financial assets are protected.

This commitment runs throughout the entire team at Bellomo & Associates. As an industry thought leader, the firm has developed a reputation for providing top-notch legal services along with free educational workshops that take the stress and guesswork out of estate planning. Now, Jeff and the team are proud to announce an exciting new process that takes their workshops to the next level by deepening the learning experience and developing custom estate plans at even more affordable prices.

Key Takeaways

01:12 – Introducing "The Three Secrets to Protect Your Family" workshop

This new workshop is free
It continues Jeff's ongoing mission to help and educate families
Workshop lasts about 90 minutes
Covers estate planning and elder law
Explains biggest risks facing families and how to protect against those risks

06:43 – Includes a new follow-up workshop: "The Blueprint Meeting"

Builds on "The Three Secrets to Protect Your Family" workshop
This second workshop is also free and lasts about two hours
The first hour is a deep dive into the various estate planning tools
In the second hour, the attendees are guided through a planning workbook for drafting documents
The documents include financial power of attorney, medical power of attorney, living will, last will and testament, revocable living trust, asset protection trust, and others
This new, guided process enables document development at a significant savings

08:31 – Initial feedback on the new workshops and process has been incredible

New clients that have attended the workshops give it great reviews
Existing clients familiar with the previous process say the new process provides an even deeper understanding of the risks, tools, and protections that are available
The cost savings will make estate planning affordable for people who found it cost prohibitive in the past

Sitting in on "The Three Secrets to Protect Your Family" and "The Blueprint Meeting" workshops does not in any way obligate an attendee to follow through on document development
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