Financial Wellness

and

Estate Planning

Dennis Long & Jeff Bellomo

 

October 11, 6-7:30 pm

1755 Oregon Pike, Suite 101, Lancaster PA

1


Retirement & financial planning through market volatility

2


Tax efficient investment planning.

 

3


Management, protection, and distribution of wealth in retirement. 

 

The Presenters

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, and received a B.A. Degree with honors with an emphasis in Political Communication, from Juniata College. He received his Juris Doctor from Widener University School of Law, and clerked for the Honorable David L. Ashworth of the Lancaster Court of Common Pleas.

He is admitted to the Bars of the Supreme Court of the United States, the Supreme Court of Pennsylvania, and the U.S. District Court for the Middle District of Pennsylvania. He is a member of the Pennsylvania and York County Bar Associations.

Since 2010, he has been named a Rising Star for by Pennsylvania’s Super Lawyers, being selected based on peer nominations and professional achievements. This honor is received by only 2.5 percent of the total lawyers in Pennsylvania and includes top lawyers who are 40 years old or younger.

Jeffrey has been certified as a member of The Lawyers of Distinction, which is the fastest growing community of distinguished lawyers in the United States, limited to the top 10% of attorneys in the United States.

Dennis is a financial professional passionate about helping others achieve fiscal success through financial literacy. He utilizes a holistic planning process, with comprehensive resources at his side, to educate, motivate and inspire his clients to take action regarding their financial future.

Dennis focuses on working with Fortune 500 executives, consultants and families. By conducting a thorough analysis based on needs and desires, he develops comprehensive and customized strategies designed to help his clients effectively accumulate, distribute, protect and transfer their assets in the most tax efficient manner possible.

Dennis believes in Karr Barth’s noble purpose; “making a difference in the lives of others”. He is passionate and committed to serving the growing demand for financial advice within our communities and being a mentor and leader to a team of dedicated financial professionals.

Dennis resides in Philadelphia, PA. In his spare time, he enjoys spending time on the water; fishing, crabbing and boating. He is also an avid Philly sports fan.