Media Releases

April Proclaimed Financial Literacy Month in Delaware

April 21, 2021

Belfint, Lyons & Shuman, P.A. (BLS), a certified public accounting and consulting firm, was an integral part of securing Governor John C. Carney and Lieutenant Governor Bethan Hall-Long’s proclamation to establish April as Financial Literacy Month in Delaware.

Jordon N. Rosen, CPA, AEP, Director – Estates and Trusts, is the Delaware Ambassador of the Financial Literacy Foundation and spearheaded this important effort in Delaware. The Financial Awareness Foundation’s objective is to encourage financial, nonprofit, and education professionals and their organizations, employers, municipalities, and the news media to actively participate in this movement to alert, educate, motivate, and assist everyone to get and keep their financial house in order with a current financial, estate, and gift plan. To help address and solve the major social challenge of financial health in Delaware and throughout the country, this proclamation urges all Delawareans to engage in activities that promote financial education and literacy.

“The importance of being able to make well-informed financial decisions on a daily basis and having a written plan cannot be overstated. Most people don’t plan and just focus on the near term rather than focusing on the long term. Being informed and having a written financial and estate plan allows each person to make better everyday money decisions which can improve their quality of life both now and during retirement, and also determine for themselves the legacy they wish to pass on to future generations” states Jordon N. Rosen, CPA, AEP. “We are grateful to Governor Carney and Lieutenant Governor Hall-Long’s office for recognizing the importance of financial literacy by issuing this proclamation.”

See the Financial Literacy Month Proclamation.

About Belfint, Lyons & Shuman, P.A.:

Belfint, Lyons & Shuman was founded in 1923 as a small accounting practice whose staff was committed to building long-standing, mutually beneficial relationships with clients and business associates. Today, with 80 professionals, we have become one of the largest and most respected certified public accounting firms in Delaware while never losing sight of our founding commitments. We have a diverse client base and offer services such as: advisory services, assurance, auditing, tax planning & compliance, small business services, litigation support, employee benefit plan audits, succession planning, business & management consulting and corporate services for investment holding companies. Visit our website at

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