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.
Event: Audit-Proofing Your Business – July 28
Learn how accurate documentation contributes to your overall business strategy and supports you in the event of an audit Is your business audit-proof? Do you know what qualifies as a legitimate business expense? What even is an audit? Join us for a complimentary event...
Event: Minimizing Risk With Smart Withdrawal Strategies – July 21
Learn how proactive tax planning strategies can support long-term retirement confidence Join us on Tuesday, July 21, for this complimentary event, where Storen Financial’s Investment team will discuss the planning potential of withdrawal strategies and their tax...
Event: Join us for Shred Day June 6th
Free Community Shredding Event in Zionsville, IN In partnership with the Town of Zionsville, we're offering our clients and the surrounding community the opportunity to instantly shred all your personal documents on site during this June 6th event. We are proud to...
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
Meet the Team – Nicole McCoskey
Nicole McCoskey Financial Wellness Specialist Nicole (Nicky) McKoskey joined the Financial Wellness team at Storen Financial in June 2026. In her role, she helps clients navigate the day-to-day responsibilities of managing their finances by overseeing bill pay,...
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...
June 2026 Newsletter
Have you read our June 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...