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

  • WEBINAR - Financial Fitness

    Featuring Rick Bloom, J.D., CPA

    The financial markets and likely your portfolio has been impacted by COVID-19. However, the crisis has brought many great opportunities for investors as well. Rick Bloom, lawyer, CPA and financial advisor, will cover fundamentals of investing and money management as well as specific strategies you can implement in your portfolio.

    July 14, 2020   7:00 PM

    Location Info:

    Harrison Township Public Library

    This presentation will be presented virtually
    For more information or to register
    email mrapas@htlibrary.org

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

    Featuring Rick Bloom, J.D., CPA & 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. For more information or to register email Karla@bloomassetmanagement.com

    July 22, 2020   7:00 PM

    Location Info:

    Northville District Library

    This presentation will be presented virtually.  
    To register click here.
    For assistance or more information contact karla@bloomassetmanagement.com or the AA Helpline (800) 272-3900.

     

     

     

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

    Featuring Rick Bloom, J.D., CPA & 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. For more information or to register email Karla@bloomassetmanagement.com

    July 30, 2020   6:30 PM

    Location Info:

    White Lake Township Library

    This presentation will be presented virtually
    For more information or to register
    email karla@bloomassetmanagement.com

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

    Featuring Rick Bloom, J.D., CPA & 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.

    September 10, 2020   7:00 PM

    Location Info:

    Rochester Hills Public Library
    500 Olde Towne Road
    Rochester, MI 48307
    (248) 656-2900

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