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

  • Wills and Trusts: An Overview of Essential Estate Planning Documents

    Featuring Jonathan Goldberg, J.D., CPA

    Having a will and a trust can be a vital part of an estate plan. But there are also other documents you may need to have for an effective estate plan. Attorney Jonathan Goldberg will provide an overview of all the essential estate planning documents and what purpose they serve to help you build an effective estate plan.

    March 01, 2016   7:00 PM

    Location Info:

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

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  • Life Changes that Require Revisions to Your Estate Plan

    Featuring Ken Bloom, J.D., LLM

    When was the last time you updated you estate plan? Attorney Ken Bloom will discuss changes in one's life, such as marriage, divorce, health issues or the birth of a grandchild, that may require you to revise your estate plan to ensure it meets your needs.

    March 30, 2016   7:00 PM

    Location Info:

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

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  • How Much Do You Need to Retire Comfortably?

    Featuring Ken Bloom, J.D., LLM

    If you are intent on making your retirement the "Golden Years", you need to make sure you saved enough to fund your lifestyle. Financial expert Ken Bloom will discuss the various costs of living comfortably in retirement and what you need to invest to meet your retirement financial goals.

    April 05, 2016   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. Financial expert Rick Bloom will discuss investment strategies to help retirees have enough money during their retirement no matter how long they live.

    April 28, 2016   7:00 PM

    Location Info:

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

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  • Six Misconceptions About Social Security

    Featuring Scott Whyte, AAMS

    Understanding your Social Security benefits can be confusing, but there are certain myths you hear on radio and TV that make it even more confusing. Scott Whyte will wade through Six common misconceptions about Social Security benefits to help you better understand this vital government program.

    May 03, 2016   7:00 PM

    Location Info:

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

     248-524-3538

    View Map

 

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