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

  • Estate Planning - What You Need to Know

    Featuring Jonathan Goldberg

    At this seminar, Jonathan Goldberg will discuss the basics of estate planning, including wills and trusts, special estate planning situations and life changes that may require updating a current estate plan.

    May 18, 2017   7:00 PM

    Location Info:

    Richard A. Young Recreation Center
    5400 McKinley
    Dearborn Heights, MI 48125

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  • How to Avoid Running Out of Money in Retirement

    Featuring Rick Bloom, J.D., CPA

    With people living longer these days, it is vital for retirees to have the proper investment portfolio that will continue to grow as they age. Rick Bloom will discuss financial strategies to help ensure you don't run out of money in retirement.

    May 31, 2017   7:00 PM

    Location Info:

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

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  • How to Make Sure You Don't Run out of Money in Retirement

    Featuring Rick Bloom, J.D., CPA

    With people living longer these days, it is vital for retirees to have the proper investment portfolio that will continue to grow as they age. Rick Bloom will discuss financial strategies to help ensure you don't run out of money in retirement.

    June 06, 2017   7:00 PM

    Location Info:

    Farmington Public Library
    32737 W. Twelve Mile
    Farmington Hills, MI 48334
    248-553-0300

     

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  • How to Make Sure You Don't Run out of Money in Retirement

    Featuring Rick Bloom, J.D., CPA

    With people living longer these days, it is vital for retirees to have the proper investment portfolio that will continue to grow as they age. Rick Bloom will discuss financial strategies to help ensure you don't run out of money in retirement.

    June 29, 2017   7:00 PM

    Location Info:

    Northville District Library
    212 W. Cady St.
    Northville, MI 48167

    (248) 349-3020

     

     

     

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