Looking for more news / blogs? CLICK HERE to go back to the main blog page.

A day filled with training and education

The entire Storen Financial team gathered this month for a day filled with training and education. Members of our Investment team, Tax team and Business Services team, along with our Admin, HR, Technology and Marketing teams shared with each other about what is new in their line of business. This full day of collaboration gave us a true feel of what it will be like once we are all together under one roof at our Zionsville headquarter office. The benefits of these interactions were appreciated by our long time and newer associates alike.

Highlights from the day included: Greg’s review of ‘the humble beginnings” of Storen Financial to the company 3-year plan, Acronym Trivia and a skit about the transformation of an overwhelmed business owner, performed by our Business Services team. Special guests, Lisa Dillman, Bryan Moore and their team from Applegate-Dillman Elder Law, presented about wills, estates, special needs trusts and healthcare power of attorney. After the meeting, our group toured the new buildout area to view our upcoming new office space.

Continuing education has always been an important part of what makes our team of professionals more knowledgeable and better prepared to serve our clients. Having this full day to learn from and educate each other further promotes our efforts to offer an exceptional client experience. Learn more about our commitment to education here or click here to contact us with any questions.


Blog by Debbi Kuller – Business Services Director

Learn more about Debbi and the rest of the Storen Financial team here.