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

  • Financial And Estate Planning Issues After Divorce or Death of Spouse

    Featuring Jonathan Goldberg, J.D., CPA

    If you have become "suddenly single" due to a divorce or the death of a spouse, there are many financial and estate planning issues you need to review to ensure they are updated based on your new single status. Jonathan will discuss the areas you need to review and what you need to do to revise your financial and estate plans.

    April 02, 2015   7:00 PM

    Location Info:

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

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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.

    April 09, 2015   7:00 PM

    Location Info:

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

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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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  • 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.

    April 27, 2015   7:00 PM

    Location Info:

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

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  • Ways to Ensure You Don't Run Out of Money in Retirement

    Featuring Rick Bloom, J.D., CPA

    With people living longer these days, you may need your retirement portfolio to last for 30 years or more. Rick will discuss investment strategies to make sure you won't run out of money during retirement.

    April 30, 2015   7:00 PM

    Location Info:

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

     

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