The Trifecta of IRA Tax Planning

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

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 to […]

Business Resources

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

Educational Event: Join us for this event that is the perfect small-group format to dive into topics crucial for equipping business owners for success. Our Storen Financial team members and other guest speakers will provide invaluable guidance on topics including business lending, succession planning, and employee retirement planning. Our goal is to provide educational opportunities […]

Tax-Smart Distribution Strategies for Retirement

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

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 risks, […]

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 […]