8 - Healthcare and Financial Professional Boot Camp

In this episode, we focus in 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

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• About 15 years ago, Jeff started to realize that there was a bit of rub between the healthcare profession and the elder law bar.

• Example: Capacity becomes a bit of a tug-of-war between healthcare professionals and legal professionals.

• The bar for being determined as having legal capacity is low, which has caused concern from healthcare professionals. 

• 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.

• Bellomo & Associates looked into it and we determined that we would offer free social worker credits and went ahead and hosted an event with around 100 people, which was a success.

Takeaway 2: Including more professionals

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• 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 thing with financial professionals with similar conflicts. We were finding some of the same conflicts with financial advisors, accountants and other professionals.

• A person should have a team behind them: an elder law attorney, a financial advisor, an accountant and maybe an insurance agent. 

• Each one of these people has a job and a focus. Lawyers protect assets, accountants reduce taxes, and financial advisors increase wealth.

• Well, these don’t always jive. These ideas can be completely at odds with each other. We have to look at the long term and look at where the client is headed and what their personal goals are.

• We decided to offer the same Boot Camp for financial professionals so that we can have these conversations ahead of time.

Takeaway 3: What these boot camps accomplish

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• 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 4 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/ 

Bellomo & Associates Boot Camp:

https://bellomoassociates.com/elder-law-boot-camp/ 

For more information, call us at (717) 845-5390   

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/