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DTSTART;TZID=America/Indiana/Indianapolis:20250918T093000
DTEND;TZID=America/Indiana/Indianapolis:20250918T113000
DTSTAMP:20260521T054302
CREATED:20241121T171849Z
LAST-MODIFIED:20250822T162937Z
UID:15903-1758187800-1758195000@storenfinancial.com
SUMMARY:The Basics of Social Security - 9/18
DESCRIPTION:Financial Toolbox Event: Join us for this complimentary event on September 18th\, where Financial Advisors Kiran Sharma\, Ronnie Jackson\, and Alex Kiritschenko will educate on the basics of Social Security. This transition can introduce many questions for those nearing retirement\, especially when you’re unsure of your future retirement date\, don’t know when you’re eligible for benefits\, and may even be overestimating what you expect your monthly benefits to be. \nClick here for more details. 
URL:https://storenfinancial.com/event/social-security-scenarios/
LOCATION:Storen Financial Office\, 1120 W Oak St\, Suite 200\, Zionsville\, IN\, 46077
CATEGORIES:Educational Event,Financial Toolbox
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DTSTART;TZID=America/Indiana/Indianapolis:20250722T130000
DTEND;TZID=America/Indiana/Indianapolis:20250722T150000
DTSTAMP:20260521T054302
CREATED:20240307T161843Z
LAST-MODIFIED:20250609T180519Z
UID:13304-1753189200-1753196400@storenfinancial.com
SUMMARY:Tax-Smart Distribution Strategies for Retirement
DESCRIPTION: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 risks\, focusing on tax-responsible ways to generate income from your portfolio in combination with Social Security and personal pensions. We will also discuss how Social Security benefits are taxed and the impact of retirement income on Medicare costs\, as these factors will play a part in sustaining your retirement lifestyle. *Registration Required. \nClick here for more details. 
URL:https://storenfinancial.com/event/tax-smart-distribution-strategies-for-retirement/
LOCATION:Storen Financial Office\, 1120 W Oak St\, Suite 200\, Zionsville\, IN\, 46077
CATEGORIES:Educational Event,Financial Toolbox
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20250522T093000
DTEND;TZID=America/Indiana/Indianapolis:20250522T113000
DTSTAMP:20260521T054302
CREATED:20240307T161452Z
LAST-MODIFIED:20250428T152840Z
UID:13302-1747906200-1747913400@storenfinancial.com
SUMMARY:The Trifecta of IRA Tax Planning
DESCRIPTION: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: \n\nRoth conversions – Pay tax today to allow money to grow on a tax-free basis moving forward\, ultimately giving you the flexibility in retirement to control your annual bill.\nQualified Longevity Annuity Contracts – Move up to $210k of your IRA dollars into an annuity contract that can delay required distributions until age 85 instead of 73. This can reduce your taxable income\, thereby preserving more assets for beneficiaries or for increased healthcare costs as you age.\nQualified Charitable Distributions –  Make your charitable donations directly from your IRA after the age of 70.5. This enables you to give more while never paying taxes on these dollars.\n\n*Registration Required. \nClick here for more details. 
URL:https://storenfinancial.com/event/the-trifecta-of-ira-tax-planning/
LOCATION:Storen Financial Office\, 1120 W Oak St\, Suite 200\, Zionsville\, IN\, 46077
CATEGORIES:Educational Event,Financial Toolbox
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20240516T130000
DTEND;TZID=America/Indiana/Indianapolis:20240516T150000
DTSTAMP:20260521T054302
CREATED:20240307T161155Z
LAST-MODIFIED:20240412T161245Z
UID:13297-1715864400-1715871600@storenfinancial.com
SUMMARY:Innovative Alternatives to Long-term Care
DESCRIPTION: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 the potential 20-30 years of retirement when life disruptions from long-term health conditions can occur. *Registration Required. \nClick here for more details and how to register.
URL:https://storenfinancial.com/event/innovative-alternatives-to-long-term-care/
LOCATION:Storen Financial Office\, 1120 W Oak St\, Suite 200\, Zionsville\, IN\, 46077
CATEGORIES:Educational Event,Financial Toolbox
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