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 […]

QuickBooks Online Workshop

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

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 […]

QuickBooks Online Workshop

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

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Intro to QuickBooks Online

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

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 […]

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 […]

Understanding Your Financials

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

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 […]

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!