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

  • 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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  • How to Set Financial Goals

    Featuring Rick Bloom, J.D., CPA

    Whether it is saving for your children’s college, for retirement or both, everyone should set individual financial goals before investing their hard earn dollars in the stock market. Rick Bloom will discuss the importance of setting financial goals and the types of investment strategies that can help you reach those goals.

    November 05, 2019   7:00 PM

    Location Info:

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

    (248) 349-3020

     

     

     

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