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. Please check back frequently for newly scheduled seminar
postings!
Upcoming Seminars
To-Do List for Children of Aging Parents
Featuring Ken BloomKen 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, 20107:00 PM
Plymouth Public
Library
223 South Main Street
Plymouth, MI 48170
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Investment Strategies in a Down Economy
Featuring Rick BloomRick 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, 20107:00 PM
Plymouth Public
Library
223 South Main Street
Plymouth, MI 48170
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Teens & Money
Featuring Rick BloomRick 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, 20107:00 PM
Orion Twp. Public Library
825 Joslyn Road
Lake Orion, MI 48362
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Investing 101
Featuring Rick BloomRick 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, 20107:00 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 BloomRick 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, 20107:00 PM
Plymouth Public
Library
223 South Main Street
Plymouth, MI 48170
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Estate Planning 101
Featuring Rick BloomRick 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, 20107:00 PM
Northville Public Library
212 West Cady Street
Northville, MI 48167
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