Join us for this complimentary event on January 21st, where Mark Mosher from Konica Minolta will educate on the prevalence of cybercrime, who is often targeted, and what action steps you can take to protect yourself. This event will be interactive, leaving plenty of time for questions and providing you with useful resources as well. […]
Workshop: Stop by our office during one of the QBO Workshops to get answers to your QBO questions. Members of our Business Services Team of QuickBooks Certified ProAdvisors will be on hand to help work through any questions you need help solving. We will sit with you and review your specific issues and help you […]
Workshop: Stop by our office during one of the QBO Workshops to get answers to your QBO questions. Members of our Business Services Team of QuickBooks Certified ProAdvisors will be on hand to help work through any questions you need help solving. We will sit with you and review your specific issues and help you […]
Join us for this complimentary, in-person event on February 22nd, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment guidelines, and address questions you might have about this health insurance option. This informational event is intended to help individuals coming on to Medicare understand what options they have […]
Virtual Event: Join us for this complimentary virtual event where Storen Financial’s Investment Team will discuss financial planning for Millennials. As part of our Young Professionals Program, they will review information pertaining to budgeting, goals, managing credit, and investing, *Registration Required. More details coming soon!
Complimentary Financial Toolbox Event: Storen Financial’s Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect your current and future tax situations: Roth conversions – Pay tax today to allow money to grow on a tax-free basis moving forward, ultimately giving you the flexibility in retirement […]
Educational Event: Join us for this complimentary event that is the perfect small-group format to dive into topics crucial for equipping business owners for success. Our goal is to provide educational opportunities and access to additional resources to help you achieve your business goals. *Registration Required. More details coming soon!
Complimentary Financial Toolbox Event: Moving from the saving phase into the retirement income phase introduces some very important decisions on when and how to generate the necessary money to support your lifestyle. It can also introduce significant risks. Storen Financial’s Investment Team will discuss safe withdrawal strategies you can utilize to address and eliminate these […]
Training Program: Led by our Advanced Certified ProAdvisors, this unique training environment will allow you to gain valuable best practice experience, specific training on common functionalities, and troubleshooting tips to maximize your efficiency. In this course, we will teach you how to navigate QuickBooks Online, to set up your accounts, walk through sales by creating […]
Educational Event: Join us for this complimentary event that is the perfect small-group format to dive into topics crucial for equipping business owners for success. Our goal is to provide educational opportunities and access to additional resources to help you achieve your business goals. *Registration Required. More details coming soon!
Training Program: Led by our Business Services Director, this unique training environment will allow you to learn not just how to increase sales but to reduce cost, shift where you’re spending your money, or a combination of all three. In this course, you will not only learn how to read financial statements but also how […]
Financial Toolbox Event: Join us for this complimentary event where Storen Financial’s Investment Team will discuss the basics of Social Security. *Registration Required. More details coming soon!