by the Storen Team | Oct 20, 2020 | Businesses, Resources for Businesses
Did you know there are many benefits to offering an Employer-Sponsored Retirement Plan to your Employees? Not to overstate the obvious, but so far 2020 has been a rough year and even tougher for small business owners. Now that it is October it is time to plan and...
by the Storen Team | Oct 13, 2020 | Education, Events, Financial Planning
Lisa Kellum, owner of Financial Wellness Advocates LLC will present the benefits of appointing a professional Trustee or Power of Attorney to help manage family business. Appointing a professional Trustee and Power of Attorney may be the best solution for you. Many...
by the Storen Team | Oct 13, 2020 | Education, Events, Medicare
RSVP today! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on November 10th, 11am where Ruth Hoffman, Storen’s Medicare Benefits Specialist, walks you through the Medicare process, open enrollment guidelines and...
by the Storen Team | Oct 7, 2020 | Education, Events
New Investment Educational Series Join us for an exciting new program, our fall educational series “The Strike Zone” hosted by Greg Storen. This 7-week long virtual series will focus on investment and financial strategy hot topics that will help guide you along a...
by the Storen Team | Oct 5, 2020 | Team News, Updates
We gathered to share knowledge, discuss innovative solutions, and more At Storen Financial, our clients are the primary focus of everything we do—and the reason we strive to be better prepared and well informed. Because of this commitment, we spent Tuesday, September...