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: 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...
Event: The Power of Roth Conversions – May 19
Learn More: How do Roth conversions fit into your long-term tax strategy? Join us on Tuesday, May 19 for this complimentary event, where Storen Financial’s Investment team will discuss the potential benefits of Roth IRA conversions, their tax impact and their role in...
Event: Data Security Tips for Protecting Your Identity Online – 4/22
Learn More: Protecting Your Identity Online - Simple Tips That Matter Join us for this complimentary event on Wednesday, April 22nd where Amy White, Technology Manager, will cover practical, everyday steps you can take to reduce your risk — from creating safer...
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
Blog Content Library – 2026
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog. Financial Planning, Investments, & Personal Finance • Storen...
Behind the Scenes: Growth at Storen Financial
Investing in Our Team We are expanding! While most of the work is happening out of sight, the impact will be felt across everything we do. This expansion is about strengthening what happens behind the scenes so we can continue to grow in a thoughtful and intentional...
April 2026 Newsletter
Have you read our April 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...