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 - 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:

    In conjunction with the Rochester Hills Public Library
    this program will be presented virtually.


    For more information or to register email karla@bloomassetmanagement.com 
    or call the Alzheimer's Association Helpline (800) 272-3900.

     

    Rochester Hills Public Library 
    500 Olde Towne Rd, Rochester, MI 48307
    https://www.rhpl.org/

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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.

    October 21, 2020   7:00 PM

    Location Info:

    In conjunction with Lyon Township Public Library
    this program will be presented virtually.

    For more information or to register email karla@bloomassetmanagement.com
    or call the Alzheimer's Association Helpline (800) 272-3900.

     

    Lyon Township Public Library
    South Lyon, MI 48178
    https://www.lyon.lib.mi.us/

     

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