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 20th, 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 – 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, […]

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 […]

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 […]

The Basics of Social Security – 9/18

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

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 […]

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 […]

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 […]