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Innovative Alternatives to Long-term Care

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

Financial Toolbox Event: Storen Financial’s Investment team along with OneAmerica representative, Scott Hall, will explain the pros, cons, and alternatives to long-term care insurance and how it factors into your comprehensive financial plan. The discussion will focus on asset-based long-term care insurance, an innovative alternative to traditional long-term care insurance that can provide protection for […]

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 20th, 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. Click here for more details. 

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 – Understanding Your Financials

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

Complimentary Educational Event: Join us for this event, which is the perfect small-group format to explore topics crucial to equipping business owners for success. Our Business Services Director, Erika Lewis, will provide invaluable guidance on reading and interpreting financial statements that will empower you to increase sales, reduce costs, or both. Our goal is to […]

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 – Operations and Documentation – 8/21

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

Complimentary Business Resources Event: Join us for this complimentary event, which is the perfect small-group format to explore topics crucial for equipping business owners for success. Our Storen Financial team members and special guest speaker will provide invaluable guidance on frequently asked questions around legal business operations and the management of tracking business documentation. Our focus […]