Events

Data Security Event: With identity theft and online scams becoming more common, it's important learn the steps you can take to reduce your risk. During this workshop, Technology Manager, Amy […]

The Power of Roth Conversions Event: Storen Financial’s Investment team will discuss the potential benefits of Roth IRA conversions, their tax impact and their role in long-term financial planning. You […]

Shred Day Event: In partnership with the Town of Zionsville, we're offering our clients and the surrounding community the opportunity to instantly shred all your personal documents on site during […]

Audit-Proofing Your Business: Join us for a complimentary event designed to create space for conversation and learning around key areas of running a business. Erika Lewis, Business Services Director, and […]

Minimizing Risk With Smart Withdrawal Strategies: Join us for a complimentary event where Storen Financial’s Investment team will discuss the planning potential of withdrawal strategies and their tax impact. We’ll […]

Navigating Social Security Complexities: Join us for a complimentary event where Storen Financial’s Investment team will discuss important topics that can impact your retirement income, highlight frequently misunderstood rules, and […]

Young Professionals Event In tandem with the Zionsville Chamber of Commerce, we’re hosting an “Adult Field Day” for young professionals looking to build connections and meet like-minded peers. Join us […]

Leaving a Legacy with Wealth Transfer Planning: Join us for a complimentary event where Storen’s Investment Team and Financial Wellness Director, Lisa Kellum, will explore the key considerations of wealth […]

Medicare Masterclass: Everything You Need to Know: Join us for a complimentary event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment guidelines, […]

Year-End Best Practices for Businesses: Join us for this in-person business-owner-focused event on November 12th, to uncover the financial, tax, and planning items you should have on your radar now […]