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

  • Year-End Tax Strategies

    Featuring Rick Bloom

    Rick will discuss end of the year tax strategies.

    November 01, 2018   7:00 PM

    Location Info:

    Farmington Public Library
    32737 West 12 Mile Road
    Farmington Hills 48334
    (248) 553-0300

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  • Financial Scams

    Featuring Rick Bloom

    Rick will discuss ways you can identify a real investment versus a fraudulent one so you don't lose your hard earned money.

    November 19, 2018   7:00 PM

    Location Info:

    Northville District Library
    212 W. Cady St.
    Northville, MI 48167
    (248) 349-3020

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  • Year End Tax Planning

    Featuring Rick Bloom

    Rick Bloom will provide tips on year-end tax strategies.

    December 03, 2018   6:00 PM

    Location Info:

    William P. Faust Public Library
    6123 Central City Pkwy
    Westland, MI 48185
    (734) 326-6123

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  • Year-End Tax Tips

    Featuring Rick Bloom, J.D., CPA

    Rick Bloom will provide tips on year-end tax strategies.

    December 10, 2018   7:00 PM

    Location Info:

    Redford Township District Library
    25320 Six Mile Rd,
    Redford, MI 48240

     

     

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  • Do You Have Enough Money to Retire Comfortably?

    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.

    February 21, 2019   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

    Rick will provide tips on organizing your finances.

    April 02, 2019   7:00 PM

    Location Info:

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

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  • 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 21, 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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