by the Storen Team | May 10, 2026 | Events
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...
by the Storen Team | May 1, 2026 | Team News, Updates, Videos
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...
by the Storen Team | Apr 28, 2026 | Newsletters
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...
by the Storen Team | Apr 5, 2026 | Events, Team News
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...
by the Storen Team | Apr 2, 2026 | Events, Financial Planning, Resources, Retirement, Taxes
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...
