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

  • 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

     

    View Map
  • 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

     

    View Map
  • 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

    View Map
  • 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

    View Map
  • 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

    View Map

 

Rick Bloom Newsletter

Add your email address to subscribe.

Connect with Us