Educational Events
EVENT DETAILS
Join us at one of these upcoming events
Our goal is to provide educational opportunities and resources to our clients and surrounding community members in order to help you along your financial journey. Check back frequently as we’re always adding new events!
Event Calendar
View all of our events we have planned for the year on our event calendar. Click here for details.
2024 Financial Toolbox Educational Events
Strengthen Your Financial Toolbox by Attending These Educational Events Join us for these complimentary, client-only events that are the perfect small-group format to dive into topics such as long-term care insurance, managing taxes on IRA assets, and preparing for...
Event: Medicare General Enrollment Details – February 22
Have questions about Medicare? General enrollment is available through March 31st. Join us for this in-person event on February 22nd, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment...
Training Program: Understanding Your Financials
Class: Understanding Your Financials Led by our Business Services Director, this unique training environment will allow you to learn not just how to increase sales but to reduce cost, shift where you're spending your money, or a combination of all three. In-person...
How can we help?
At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.
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Read the latest news and resources on our blog
March 2024 Newsletter
Have you read our March Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...
Social Security Benefits You May Be Missing
Read about how you can boost your Social Security benefits at any age in Bob Jenning's article. Article from TaxSpeaker When addressing social security issues with clients, particularly those under forty, I am often told, “There will never be anything there for me.”...
Set Your Business Up for Success With a Business Tax Consultation
Why is a business tax consultation important? A business tax consultation can be a game-changer for any business owner. Gaining a firm understanding of tax strategies, entity selection, projections, estimated payments, and allowed deductions can be highly...