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 to Determine What You Will Need to Retire and Stay Retired

    Featuring Rick Bloom

    Rick Bloom will be speaking at the Observer & Eccentric's Annual Spring Expo (formerly known as the Senior Expo) at 6 p.m. to discuss what you need to know in order to retire and stay retired. Be sure to stop by our Bloom Asset Management booth from 2 -7 p.m. to speak directly with a representative from Bloom Asset Management about financial or estate planning questions you may have, pick up some great giveaways and enter for a chance to win a great prize!

    April 29, 2014   6:00 PM

    Location Info:

    Vista Tech Center
    Schoolcraft College
    18600 Haggerty Road
    Livonia, MI 48152

     

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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.

    May 07, 2014   7:00 PM

    Location Info:

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

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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.

    May 22, 2014   7:00 PM

    Location Info:

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

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