Upcoming Seminars

• To-Do List for Children of Aging Parents

  Featuring Ken Bloom

  Ken will discuss things adult children of aging parents need to do to make sure their parent’s medical and financial situations are under control, including estate planning; managing required minimum distributions from investment portfolio; inventory of important documents and assets; how they want their financial and medical affairs handled as they age; and their final wishes when they die.

  Location Info:
  
  September 23, 2010
  7:00 PM
  
  

  Plymouth Public Library
  223 South Main Street
  Plymouth, MI 48170

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• Investment Strategies in a Down Economy

  Featuring Rick Bloom

  Rick will discuss what investors need to consider when investing in a down economy, including the importance of a diversified portfolio and the need to re-evaluate investment goals and risk tolerance.

  Location Info:
  
  October 06, 2010
  7:00 PM
  
  

  Plymouth Public Library
  223 South Main Street
  Plymouth, MI 48170

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• Teens & Money

  Featuring Rick Bloom

  Rick will discuss the importance of teaching teens about all aspects of money management, including the dangers of credit cards; learning to save money now for college; and the basics of investing for a secure future.

  Location Info:
  
  October 13, 2010
  7:00 PM
  
  

  Orion Twp. Public Library
  825 Joslyn Road
  Lake Orion, MI 48362

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• Investing 101

  Featuring Rick Bloom

  Rick will provide insight into developing a retirement investment plan, including establishing realistic goals; the importance of developing a diversified investment portfolio; maximizing contributions to your work retirement plan; and the pros and cons of various retirement investment options.

  Location Info:
  
  October 20, 2010
  7:00 PM
  
  

  Orion Twp. Public Library
  825 Joslyn Road
  Lake Orion, MI 48362

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• How to Protect & Grow Your Portfolio During Retirement

  Featuring Rick Bloom

  Rick will discuss all aspects of investment strategies for retirement, including rolling over a 401(k), rules on taking IRA distributions, and investment strategies to use during your retirement years.

  Location Info:
  
  November 03, 2010
  7:00 PM
  
  

  Plymouth Public Library
  223 South Main Street
  Plymouth, MI 48170

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• Estate Planning 101

  Featuring Rick Bloom

  Rick will discuss the various aspects of Estate Planning, including wills and trusts; powers of attorney; avoiding probate; and ensuring your wishes are carried out after your death.

  Location Info:
  
  November 11, 2010
  7:00 PM
  
  

  Northville Public Library
  212 West Cady Street
  Northville, MI 48167

   

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