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

  • Things to Consider Before Creating Your Estate Plan

    Featuring Ken Bloom

    Ken will discuss what you need to know before drafting your estate plan.

    September 12, 2014   1:00 PM

    Location Info:

    1-3 p.m.
    Livonia Civic Center Library
    32777 5 Mile Rd.,
    Livonia, MI 48154
    (734) 466-2450

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  • Starting a Business in Retirement

    Featuring Ken Bloom

    Ken will discuss what you need to know before considering starting a business in retirement.

    September 29, 2014   7:00 PM

    Location Info:

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

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  • Commission Free Investments

    Featuring Rick Bloom

    Rick will discuss what you need to know about commission free investments.

    October 09, 2014   7:00 PM

    Location Info:

    Farmington Community Library
    32737 West 12 Mile Road
    Farmington Hills, MI 48334
    (248) 553-0300

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  • Determining How Much You Need to Retire Comfrotably

    Featuring Rick Bloom

    Rick discusses what you need to know to ensure you can retire comfortably.

    October 10, 2014   1:00 PM

    Location Info:

    1-3 p.m.
    Livonia Civic Center Library
    32777 5 Mile Rd.,
    Livonia, MI 48154
    (734) 466-2450

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  • Tax-Smart Strategies for Withdrawals From Your Retirement Portfolio

    Featuring Ken Bloom

    Ken will provide tax-smart strategies for withdrawals from your retirement portfolio.

    October 30, 2014   7:00 PM

    Location Info:

    Farmington Community Library
    32737 West 12 Mile Road
    Farmington Hills, MI 48334
    (248) 553-0300



     

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