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

  • 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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  • 2015 Economic/Market Outlook

    Featuring Rick Bloom, J.D., CPA

    Rick will discuss the outlook for the U.S. economy and stock markets for 2015

    January 21, 2015   7:00 PM

    Location Info:

    Plymouth District Library
    223 S. Main St.
    Plymouth, MI 48170

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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

    View Map
  • 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 24, 2015   7:00 PM

    Location Info:

    Rochester Hills Public Library
    500 Olde Towne Rd
    Rochester, MI 48307

    248-656-2900

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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.

    February 24, 2015   7:00 PM

    Location Info:

    Plymouth District Library
    223 S. Main St.
    Plymouth, MI 48170

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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

    View Map
  • 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 16, 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

    View Map
  • 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

    View Map

 

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