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

  • How will Presdential Election Results Impact Your Investments

    Featuring Ken Bloom, J.D., LLM

    Ken will look at how the upcoming election for President may impact your investments.

    October 13, 2016   7:00 PM

    Location Info:

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

     

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  • What Impact Will the New President Have on Your Investments?

    Featuring Ken Bloom, J.D., LLM

    Ken will discuss the impact the new President will have on your investments in 2017

    December 06, 2016   7:00 PM

    Location Info:

    Sterling Heights Public Library
    40255 Dodge Park Road
    Sterling Heights, MI 48313
    586-446-2665

     

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  • Avoiding 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.

    January 12, 2017   7:00 PM

    Location Info:

    Bloomfield Township Library
    1099 Lone Pine Rd. 
    Bloomfield Hills, MI 48302
    248-642-5800

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  • What Impact Will the New President Have on Your Investments?

    Featuring Ken Bloom, J.D., LLM

    Ken will discuss the impact the new President may have on your investment portfolio in 2017

    January 25, 2017   7:00 PM

    Location Info:

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

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  • 2017 Economic/Stock Market Outlook

    Featuring Rick Bloom, J.D., CPA

    Rick will discuss the economic and stock market outlook for 2017.

    January 31, 2017   7:00 PM

    Location Info:

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

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  • Why Having the Talk About Aging with Your Parents is Harder Than the Talk about the Birds and Bees with Your Kids.

    Featuring Ken Bloom, J.D., LLM

    Baby Boomers are often called the "sandwich" generation because they are responsible for raising their kids and worrying about their parents as they age. Ken Bloom will discuss things Boomers need to discuss with their parents regarding financial and estate planning as they age.

    February 09, 2017   7:00 PM

    Location Info:

    Bloomfield Township Library
    1099 Lone Pine Rd. 
    Bloomfield Hills, MI 48302
    248-642-5800

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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.

    March 22, 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 Avoid Financial Scams

    Featuring Rick Bloom, J.D., CPA

    It seems every day on the news there is a report of another financial scam. Rick Bloom will discuss the variety of scams to be aware of and how you can protect yourself from becoming a victim.

    March 28, 2017   7:00 PM

    Location Info:

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

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  • How To Avoid Running Out Of Money In Retirement

    Featuring Rick Bloom

    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.

    April 20, 2017   7:00 PM

    Location Info:

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

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  • Financial & Estate Planning for Baby Boomers & Their Parents

    Featuring Ken Bloom

    Ken will discuss what Baby Boomers and their parents need to know in regard to financial and estate planning.

    April 25, 2017   7:00 PM

    Location Info:

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

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  • How to Avoid Financial Scams

    Featuring Rick Bloom

    It seems every day on the news there is a report of another financial scam. Rick Bloom will discuss the variety of scams to be aware of and how you can protect yourself from becoming a victim.

    April 27, 2017   7:00 PM

    Location Info:

    Sterling Heights Public Library
    40255 Dodge Park Road
    Sterling Heights, MI 48313
    586-446-2665

     

    View Map

 

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