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 Financial House in Order

    Featuring Rick Bloom, J.D., CPA

    One of the best ways to reach your financial goals is to make sure all your finances are in order. Rick Bloom will discuss ways you can organize your finances properly.

    November 06, 2017   7:00 PM

    Location Info:

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

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  • Estate Planning for Women

    Featuring Ken Bloom, J.D., LLM

    Ken Bloom will discuss the special estate planning needs that women have and how they can build or revise an estate plan that meets their specific situation.

    December 04, 2017   7:00 PM

    Location Info:

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

    (248) 349-3020

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  • Legal and Tax Aspects When Buying/Selling Home

    Featuring Jonathan Goldberg

    At this seminar, Jonathan Goldberg will discuss the various legal and tax issues you need to think about whenever you are buying or selling a home.

    January 15, 2018   7:00 PM

    Location Info:

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

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  • 2018 Market Outlook

    Featuring Rick Bloom, J.D., CPA

    Rick Bloom will provide insight on the stock market and economy for 2018.

    January 25, 2018   7:00 PM

    Location Info:

    Farmington Public Library
    32737 W. Twelve Mile
    Farmington Hills, MI 48334
    248-553-0300

     

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  • Getting Your Financial House in Order

    Featuring Rick Bloom, J.D., CPA

    January is a good time to make a New Year's resolution to improve your budgeting and finances. Rick Bloom will show you how to get your financial house in order so you can continue on your path to reaching your financial goals in 2018.

    January 29, 2018   7:00 PM

    Location Info:

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

    (248) 349-3020

     

     

     

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  • Financial/Estate Planning for Baby Boomers and Their Parents

    Featuring Ken Bloom, J.D., LLM

    Ken Bloom will discuss the financial and estate planning strategies that Baby Boomers and their aging parents should focus on.

    February 08, 2018   7:00 PM

    Location Info:

    Farmington Public Library
    32737 W. Twelve Mile
    Farmington Hills, MI 48334
    248-553-0300

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  • Legal and Tax Aspects When Buying/Selling Home

    Featuring Jonathan Goldberg, J.D., CPA

    Jonathan will provide insight into the legal and tax aspects of residential real estate transactions that both home buyers and sellers need to know

    March 08, 2018   7:00 PM

    Location Info:

    Sterling Heights Public Library
    40255 Dodge Park Road
    Sterling Heights, MI 48313

    586-446-2665

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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.

    April 25, 2018   7:00 PM

    Location Info:

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

     

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  • Preparing Heirs to Deal with Your Estate Plan

    Featuring Ken Bloom, J.D., LLM

    Ken will discuss the importance of preparing your heirs about the specifics of your estate plan to make it easier for them after your death.

    April 26, 2018   7:00 PM

    Location Info:

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

     

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  • Getting Your Financial House in Order

    Featuring Rick Bloom, J.D., CPA

    Rick will outline ways you can get your finances organized to help you reach your financial goals

    April 28, 2018   2:00 PM

    Location Info:

    Sterling Heights Public Library
    40255 Dodge Park Road
    Sterling Heights, MI 48313

    586-446-2665

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  • Preparing Heirs to Deal with Your Estate Plan

    Featuring Ken Bloom, J.D., LLM

    Attorney Ken Bloom will discuss the important of helping your heirs understand your estate plan.

    May 09, 2018   7:00 PM

    Location Info:

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

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  • Types of Investments Needed in Retirement

    Featuring Rick Bloom, J.D., CPA

    With people living longer these days, it is vital to have your retirement portfolio invested properly. Rick Bloom will discuss the importance of having a diversified portfolio that will continue to grow during retirement so you don't run out of money.

    June 06, 2018   7:00 PM

    Location Info:

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

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