by the Storen Team | Aug 4, 2026 | Financial Planning, Retirement
Planning Your Legacy: A Guide to Transferring Wealth to the People You Love Estate planning isn’t just paperwork — it’s how you make sure the wealth you’ve built goes to the right people, at the right time, in the right way. Without a clear plan,...
by the Storen Team | Jul 29, 2026 | Meet the Team
Zack Tarr Technology Operations Manager Zack Tarr joined the Storen Financial technology team in July 2026. In his role, he manages technology initiatives to create a better experience for both clients and team members. He works closely with departments across the...
by the Storen Team | Jul 28, 2026 | Newsletters
Have you read our July 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 | Jul 17, 2026 | Events
Learn More: Aim to Maximize Your Social Security Benefits Join us on Tuesday, August 18, for this complimentary event, where Financial Advisors Kiran Sharma, Ronnie Jackson, and Alex Kiritschenko will provide an overview of the basics of Social Security. This...
by the Storen Team | Jul 14, 2026 | Events
Connect, Compete, and Collaborate: Adult Field Day In tandem with the Zionsville Chamber of Commerce, we’re hosting an “Adult Field Day” for young professionals looking to build connections and meet like-minded peers. Join us on Tuesday, August 18, to...
