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

  • How to Avoid Financial Scams

    Featuring Rick Bloom, J.D., CPA

    It seems every day on the news there is a report of another financial scam. Rick Bloom will discuss the variety of scams to be aware of and how you can protect yourself from becoming a victim.

    March 14, 2017   7:00 PM

    Location Info:

    Rochester Hills Public Library
    500 Olde Towne Rd,
    Rochester, MI 48307
    248-656-2900

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  • How to Avoid Running Out of Money in Retirement

    Featuring Rick Bloom, J.D., CPA

    With people living longer these days, it is vital for retirees to have the proper investment portfolio that will continue to grow as they age. Rick Bloom will discuss financial strategies to help ensure you don't run out of money in retirement.

    March 22, 2017   7:00 PM

    Location Info:

    Livonia Civic Center Library
    32777 5 Mile Rd.,
    Livonia, MI 48154
    (734) 466-2450

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  • How to Avoid Financial Scams

    Featuring Rick Bloom, J.D., CPA

    It seems every day on the news there is a report of another financial scam. Rick Bloom will discuss the variety of scams to be aware of and how you can protect yourself from becoming a victim.

    March 28, 2017   7:00 PM

    Location Info:

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

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  • How to Make Sure You Don't Run out of Money in Retirement

    Featuring Rick Bloom, J.D., CPA

    With people living longer these days, it is vital for retirees to have the proper investment portfolio that will continue to grow as they age. Rick Bloom will discuss financial strategies to help ensure you don't run out of money in retirement.

    April 03, 2017   7:00 PM

    Location Info:

    Northville District Library
    212 W. Cady St.
    Northville, MI 48167

    (248) 349-3020

     

     

     

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  • How To Avoid Running Out Of Money In Retirement

    Featuring Rick Bloom

    With people living longer these days, it is vital for retirees to have the proper investment portfolio that will continue to grow as they age. Rick Bloom will discuss financial strategies to help ensure you don't run out of money in retirement.

    April 13, 2017   7:00 PM

    Location Info:

    Farmington Community Library
    32737 West 12 Mile Road
    Farmington Hills, MI 48334
    (248) 553-0300

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  • How to Build an Investment Portfolio to Meet Your Financial Goals

    Featuring Ken Bloom, J.D., LLM

    Ken Bloom will provide insight on how you can build a diversified investment portfolio to help you reach your financial goals.

    April 19, 2017   7:00 PM

    Location Info:

    Northville Distrcit Library
    212 W. Cady St.
    Northville, MI 48167

    (248) 349-3020

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  • Financial & Estate Planning for Baby Boomers & Their Parents

    Featuring Ken Bloom

    Ken will discuss what Baby Boomers and their parents need to know in regard to financial and estate planning.

    April 25, 2017   7:00 PM

    Location Info:

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

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  • How to Avoid Financial Scams

    Featuring Rick Bloom

    It seems every day on the news there is a report of another financial scam. Rick Bloom will discuss the variety of scams to be aware of and how you can protect yourself from becoming a victim.

    April 27, 2017   7:00 PM

    Location Info:

    Sterling Heights Public Library
    40255 Dodge Park Road
    Sterling Heights, MI 48313
    586-446-2665

     

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