• 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 […]

  • Medicare Open Enrollment Details

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

    Join us for this complimentary event, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and addresses questions you might have about this […]

  • Zionsville Chamber First Tuesday

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

    Storen Financial is hosting the Zionsville Chamber of Commerce’s “First Tuesday” Networking Event at our office. This complimentary event is the perfect after-hours setting for business professionals to come together […]

  • 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 […]

  • Data Security Tips for Protecting Your Identity Online

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

    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

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

    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

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

    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

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

    More information coming soon.