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

  • Starting a Business in Retirement

    Featuring Ken Bloom, J.D., LLM

    Ken will discuss the various things you need to consider before starting a business in retirement, including legal and tax aspects and funding options.

    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, J.D., CPA

    Rick will discuss what you need to know about commission free investments and how they can be an important part of your retirement portfolio.

    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, J.D., CPA

    With people living longer these days, it is not uncommon for people to need their retirement portfolio to last 30 or 40 years. Rick will discuss investment strategies to help you determine how much money you will need in retirement to live 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, J.D., LLM

    At this seminar Ken Bloom will discuss the impact taxes can have when withdrawing money from a retirement portfolio and provides tips to help lessen the tax implications during retirement.

    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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  • Practical Ways to Avoid Running out of Money in Retirement

    Featuring Rick Bloom, J.D., CPA

    It is not uncommon today for people to live 30 or more years after they retire. Rick will discuss investment strategies to help retirees have enough money during their retirement no matter how long they live.

    November 06, 2014   7:00 PM

    Location Info:

    Bloomfield Township Library
    1099 Lone Pine Rd. 
    Bloomfield Hills, MI 48302

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  • Overview of Essential Estate Planning Documents

    Featuring Jonathan Goldberg, J.D., CPA

    Many people think that a will is the only thing they need when developing an estate plan, but Jonathan will discuss the other key documents needed for effective estate planning.

    November 07, 2014   1:00 PM

    Location Info:

    1-3 p.m.

    Livonia Civic Center Library
    32777 5 Mile Rd.,
    Livonia, MI 48154

     

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  • How to Avoid Investment Frauds

    Featuring Rick Bloom, J.D., CPA

    Investment frauds are on the rise, and Rick will discuss ways you can identify a real investment versus a fraudulent one so you don't lose your hard earned money.

    November 13, 2014   7:00 PM

    Location Info:

    Sterling Heights Public Library
    40255 Dodge Park Road
    Sterling Heights, MI 48313

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  • Is Early Retirement a Thing of the Past?

    Featuring Rick Bloom, J.D., CPA

    The days of "30 and out" are becoming less common in today's work world. As a result, "Early Retirement" seems like a thing of the past. Rick will discuss the new realities in retirement and the investment strategies you need to ensure you have a comfortable retirement no matter when you decide to stop working.

    November 17, 2014   7:00 PM

    Location Info:

    Troy Public Library
    510 W. Big Beaver
    Troy, MI 48084

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  • Strategies to Catch up on Retirement Savings

    Featuring Ken Bloom, J.D., LLM

    Even if you are approaching retirement and haven't saved enough, Ken Bloom will discuss investment and tax strategies that will help you "catch up."

    November 20, 2014   7:00 PM

    Location Info:

    Bloomfield Township Library
    1099 Lone Pine Rd. 
    Bloomfield Hills, MI 48302

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  • How to Protect Your Assets from Being Squandered by Your Heirs

    Featuring Ken Bloom, J.D., LLM

    It is not uncommon to hear about someone who received an inheritance from a deceased relative only to squander the money. Ken Bloom will show you estate planning tips that can ensure your children or other heirs will use their inheritance wisely.

    December 04, 2014   7:00 PM

    Location Info:

    Sterling Heights Public Library
    40255 Dodge Park Road
    Sterling Heights, MI 48313

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  • 2015 Economic/Stock Market Outlook

    Featuring Rick Bloom

    Rick will discuss the economic and stock market outlook for 2015.

    January 12, 2015   7:00 PM

    Location Info:

    Troy Public Library
    510 W.Big Beaver Road
    Troy, MI 48084

     248-524-3538

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  • Understanding your Social Security Benefits

    Featuring Scott Whyte, AAMS®

    If you are close to retirement, you probably have already begun to think about your Social Security benefits. But understanding when you can begin receiving these benefits, and the advantages of waiting to take them at a later age, can be confusing. Scott Whyte, Financial Advisor with Bloom Asset Management, will provide an overview of Social Security benefits to help you determine the best way to tap into them when you are ready to retire.

    February 13, 2015   1:00 PM

    Location Info:

    1-3 p.m.

    Livonia Civic Center Library
    32777 Five Mile Road
    Livonia, MI 48154

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  • Pros and Cons of DIY Estate Planning

    Featuring Ken Bloom, J.D., LLM

    Ken will discuss the explosion of DIY Internet Will and Estate Planning programs and the pros and cons of using these programs to develop an estate plan. He will also discuss how trying to save money by doing it yourself can actually end up costing your heirs more money when you pass away.

    February 16, 2015   7:00 PM

    Location Info:

    Troy Public Library
    510 W. Big Beaver Road
    Troy, MI 48084

    248-524-3538

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  • Legal and Tax Aspects of Buying and Selling a Home

    Featuring Jonathan Goldberg, J.D., CPA

    Whether you plan to buy or sell a home via a real estate agent or on your own, Jonathan will provide attendees with legal and tax tips to make sure your real estate transaction is handled properly and doesn't turn into a nightmare.

    March 16, 2015   7:00 PM

    Location Info:

    Troy Public Library
    510 W. Big Beaver Road
    Troy, MI 48084

    248-524-3538

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  • Strategies to Catch up on Retirement Savings

    Featuring Rick Bloom, J.D., CPA

    Even if you are approaching retirement and haven't saved enough, Rick Bloom will discuss investment and tax strategies that will help you "catch up."

    April 20, 2015   7:00 PM

    Location Info:

    Troy Public Library
    510 W.Big Beaver Road
    Troy, MI 48084

     248-524-3538

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