Seminars

Rick and Ken Bloom and the staff at Bloom Asset Management offer numerous seminars at area libraries and community organizations on various financial, legal and estate planning topics. Some libraries require you to register for these seminars, so please call the particular library to find out if registration is needed to attend.

Please check back frequently for newly scheduled seminar postings!

Contact Mary Schwartz at Mary@bloomassetmanagement.com to schedule a free seminar with Rick or Ken Bloom for your group or organization.

Upcoming Seminars

  • Social Security Basics

    Featuring Scott Whyte, AAMS

    Scott will provide insight into the various aspects of Social Security to help attendees understand the best time to begin taking benefits and unique Social Security situations.

    May 29, 2019   7:00 PM

    Location Info:

    Troy Public Library
    510 W. Big Beaver
    Troy, MI 48084
    248-524-3538

     

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  • Make Sure You Have Enough Money in Retirement

    Featuring Ken Bloom, J.D., LLM

    Attorney and financial advisor Ken Bloom will discuss the importance of proper retirement planning to ensure you have enough money to live comfortably in retirement.

    June 11, 2019   7:00 PM

    Location Info:

    Troy Public Library
    510 W. Big Beaver
    Troy, MI 48084
    248-524-3538

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  • Getting Your Finances In Order

    Featuring Rick Bloom

    Rick will provide tips on how organizing your finances will help you reach your financial goals. Areas he will cover includes financial accounts, credit cards, investment accounts, beneficiary designations and estate planning.

    July 25, 2019   6:00 PM

    Location Info:

    Romulus Public Library
    11121 Wayne Road
    Romulus, MI 48174
    (734) 955- 4518

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