Join Us in Celebrating Financial Literacy Awareness Month this April!

Apr 2021

Established in 2003, the purpose of Financial Literacy Awareness Month is to highlight the importance of gaining practical money management skills and to support systems for teaching Americans how to establish and maintain positive, healthy financial habits.

We can all agree that it is great to set aside a month to raise awareness about this important topic, but it begs a much larger question: why don’t we teach financial literacy in schools? The United States is the wealthiest county in the world, but countless studies indicate that American’s are financially illiterate. This is a problem to say the least.

There’s a financial phrase for almost every letter of the alphabet yet we don’t teach those ABC’s to our kids.  APR. Bond. Capital gain. Diversification. Earned interest… the list goes on! However, many Americans do not know what these terms actually mean or how to take control of their personal finances.

While teaching financial literacy and offering opportunities to learn won’t solve the financial woes of millions of Americans across the country, knowledge is an important piece of building a path toward financial security. It is hard to avoid traps and obstacles when you were never aware they existed and nearly impossible to make educated financial decisions when you don’t understand the fine print.

So yes, I am a believer that we should start teaching school age children financial literacy and personal finance the same way we teach grammar, history, and math. But in the absence of a massive push to incorporate these subjects into curriculum nationwide, private sector leaders can step up and assist in educating the community at large.

In that spirit, at Bloom Advisors we are committed to doing our part. This year, in honor of National Financial Literacy Awareness Month, we are offering 7 webinars on a wide range of topics that are completely free, open to the public and hosted by different members of our Bloom Advisors team.

Since our founding in 1984, we have always valued promoting financial literacy and utilized our expertise to help our community make better decisions with their hard-earned money. In light of the COVID pandemic, we know that the need is greater than ever before and we are honored to help educate and empower people to take control of their financial future.

We encourage you to share the seminar schedule with your family and friends and join us for as few or as many of the sessions as you like.

Click here to register for any of the events listed below.

April 2021 Financial Literacy Awareness Seminar Schedule

  • Taking Control of Your Finances, hosted by Ken Bloom & Jack Riashi on Thursday April 8th at 6:00 PM EST
    • What do you need to do to get your financial house in order? In this webinar we will address everything from estate planning, taxes, risk management, debt management, savings and investing. This webinar is perfect for anyone looking to learn the basics and take control of their finance
  • Back to Basics: Savings and Investing 101, hosted by Rick Bloom on Tuesday April 13th at 6:00 PM EST
    • Saving money anchors your financial stability. Without savings and investing, you’re living on uncertain ground. One health emergency, unexpected expense or change in your employment could leave you in dire straits if you don’t have savings to fall back on. In this session we will break down the basics and provide you with a solid understanding of what steps are needed to achieve your savings and investing goals.
  • Estate Planning 101: Leaving A Financial Legacy and Protecting Those You Love, hosted by Jonathan Goldberg on Thursday April 22nd at 6:00 PM
    • Estate planning can be a complex process and often feels overwhelming. In this session, we will review the various legal documents that are necessary to protect your assets and make things easier on your family as you age. Estate planning is for everyone, especially new parents. This session is perfect for anyone looking to learn about the process and what is involved in setting up an Estate Plan of your own.
  • Let’s Talk Retirement: Everything You Need to Know About Managing Your Portfolio and Income Needs In Retirement, hosted by Scott Whyte on Tuesday April 20th at 6:00 PM
    • How do you know when it is “safe” to retire? Will your portfolio fill the gap between your Social Security, pension and living expenses? How do you ensure that once you can retire you can stay retired? In this webinar we will review the key considerations in determining if you are financially prepared to retire and address social security, pension and portfolio income strategies.
  • Financial Wellness for Women, hosted by Stephanie Bloom & Cindy Szymanski on Thursday April 15th at 6:00 PM
    • Calling all women! Let’s be frank, women have unique challenges and opportunities as investors. On top of typically earning less than men, women also tend to have greater longevity than men. How can a long life and other factors impact a woman’s approach to growing her nest egg and making the most of her money? We’ll talk through the steps necessary for women to set themselves up for financial freedom.
  • Millennials & Money: Setting Yourself Up for Success, hosted by Jennifer Bloom & Stephanie Bloom on Tuesday April 27th at 6:00 PM
    • Hey millennials! We get you. This session will address topics such as: dealing with student loans and general debt, how to plan and purchase your first home, saving and affording college for your children and legal and financial must do’s for younger investors.
  • Your Financial Questions Answered! Hosted by Rick Bloom and members of the Bloom Advisors team on Thursday April 29th at 6:00 PM
    • You have questions, we have answers! Join Rick Bloom and members of the Bloom Advisors team as they answer your most pressing financial questions.

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