Cyber Security Awareness

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

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. […]

Medicare General Enrollment Details

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

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 […]

Millennials and the Need for Financial Planning

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

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!

The Trifecta of IRA Tax Planning

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

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 […]

Business Resources

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

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!

Tax-Smart Distribution Strategies for Retirement

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

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 […]

Business Resources

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

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!

The Basics of Social Security

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

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!

Family Binder Workshop

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

Educational Event: In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? Storing essential information in one location can prove extremely beneficial. A family binder can be used to organize and keep track of […]

Family Binder Workshop

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

Educational Event: In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? Storing essential information in one location can prove extremely beneficial. A family binder can be used to organize and keep track of […]

Medicare Open Enrollment Details

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

Join us for this complimentary event, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and addresses 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, as well as help those […]

Zionsville Chamber First Tuesday

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

First Tuesday is a complimentary monthly networking event organized by the Zionsville Chamber of Commerce. Each month a different Zionsville Chamber member has the opportunity to host this event at their place of business or another location. First Tuesday brings businesses together in a fun, after-hours setting. This event is free for Zionsville Chamber members […]