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

  • Setting Financial Goals

    Featuring Rick Bloom, J.D., CPA

    Rick Bloom will discuss the importance of understanding your long term financial goals to guide your investment strategies.

    January 28, 2020   7:00 PM

    Location Info:

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

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  • Understanding Investment Fees and the Impact They Have on Your Portfolio Returns

    Featuring Rick Bloom, J.D., CPA

    Rick Bloom will discuss how certain investments high fees can cut into your portfolios returns and how to look for solid mutual funds that perform well and have lower fees.

    March 24, 2020   7:00 PM

    Location Info:

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

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  • Dementia Conversations: Driving, Doctor Visits, Legal & Financial

    Featuring Rick Bloom, J.D., CPA along with a Representative from the Alzheimer's Association of Greater MI

    When someone is showing signs of dementia, it's time to talk. Often, conversations with family about changing behaviors can be challenging and uncomfortable.This seminar provides tips for breaking the ice with your family so you can address some of the most common issues that are difficult to discuss: going to the doctor for a diagnosis or medical treatment, deciding when to stop driving, and making legal and financial plans for future care.

    March 31, 2020   10:00 AM

    Location Info:

    Alzheimer's Association Greater Michigan Chapter
    5200 Telegraph ~ Suite 100
    Southfield, MI 48033
    RSVP to Bloom Asset Management (Karla Smith) 248-932-5200

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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.

    April 04, 2020   2:00 PM

    Location Info:

    Sterling Heights Library
    40255 Dodge Park Rd
    Sterling Heights, MI 48313
    (586) 446-2665

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  • Raising Financially Aware Children

    Featuring Rick Bloom, J.D., CPA

    There is a lot to think about as a parent these days. Teaching your kids the importance of cultivating good financial habits is one of the best ways to prepare them for dealing with all the unexpected changes life will inevitably send their way. Rick Bloom will provide parents with tips on how to educate their children about the significance of money management, saving and being financially aware.

    April 06, 2020   7:00 PM

    Location Info:

    Sterling Heights Library
    40255 Dodge Park Rd
    Sterling Heights, MI 48313
    (586) 446-2665

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  • How to Set Financial Goals

    Featuring Ken Bloom, J.D., LLM

    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. This seminar will focus on the importance of setting financial goals and the types of investment strategies that can help you reach those goals.

    April 07, 2020   7:00 PM

    Location Info:

    Plymouth Public Library 
    223 S Main Street
    Plymouth, MI 48170
    (734) 453-0750

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  • Raising Financially Aware Children

    Featuring Jonathan Goldberg, J.D.,CPA

    There is a lot to think about as a parent these days. Teaching your kids the importance of cultivating good financial habits is one of the best ways to prepare them for dealing with all the unexpected changes life will inevitably send their way. This seminar will provide parents with tips on how to educate their children about the significance of money management, saving and being financially aware.

    April 10, 2020   10:00 AM

    Location Info:

    Plymouth Public Library 
    223 S Main Street
    Plymouth, MI 48170
    (734) 453-0750

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  • Understanding Various Estate Planning Documents

    Featuring Ken Bloom, J.D., LLM

    Ken Bloom will discuss all the various legal documents people need to have in an estate plan in addition to a will to protect their assets and make it easier on their children as they age.

    April 21, 2020   7:00 PM

    Location Info:

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

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  • Raising Financially Aware Children

    Featuring Rick Bloom, J.D., CPA

    There is a lot to think about as a parent these days. Teaching your kids the importance of cultivating good financial habits is one of the best ways to prepare them for dealing with all the unexpected changes life will inevitably send their way. Rick Bloom will provide parents with tips on how to educate their children about the significance of money management, saving and being financially aware.

    May 12, 2020   7:00 PM

    Location Info:

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

    View Map

 

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