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Ed Slott Event Recap and Recording

by the Storen Team | May 18, 2022 | Ed Slott, Education, Events, Financial Planning, Resources, Retirement

Over 425+ registered to learn from America’s IRA Expert, Ed Slott! What an amazing turnout and fantastic program! Not only did Ed provide some great information, but he kept us thoroughly entertained! We were happy to see so many clients and non-clients alike...

Storen Financial Brings National IRA Expert, Ed Slott, to the Indianapolis Area in a Complimentary Virtual Event

by the Storen Team | Apr 5, 2022 | Ed Slott, Education, Events, Financial Planning, Retirement, Taxes, Team News

Storen Financial in the News… Storen Financial, an established independent investment and accounting firm in the Indianapolis area, is excited to offer the local community the chance to learn from national IRA expert, Ed Slott, in an online virtual event. This...

We’re bringing Ed Slott back!

by the Storen Team | Mar 30, 2022 | Community, Ed Slott, Education, Events, Financial Planning, Retirement, Taxes

This 2022 program will feature a unique look at recent changes in the tax laws and how it will impact your retirement. Last year over 200+ joined us virtually to learn from Ed Slott! With such a great response we’ve decided to bring him back again this year for a...

Virtual Event: Medicare General Enrollment Details – February 22

by the Storen Team | Jan 11, 2022 | Education, Events, Medicare

Have questions about Medicare? General enrollment is available through March 31st. Join us for this virtual event on February 22nd, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...

Greg Storen Completes Advanced Virtual Training from America’s IRA Experts at Ed Slott and Company, LLC

by the Storen Team | Nov 3, 2021 | Ed Slott, Education, Financial Planning, Retirement

Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Virtual Workshop and Learn About Future Threats to Retirement Accounts Greg Storen of Storen Financial completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by...

Investing for retirement is about more than just money

by the Storen Team | Oct 3, 2021 | Education, Financial Planning, Resources, Retirement

Takeaway from the Morningstar Investment Conference While at the Morningstar Investment Conference in Chicago recently, I attended a session that discussed important aspects of enjoying a successful retirement. The information is based on retirement research done by...
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Storen Financial

About:

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states.

Contact:

1120 W Oak St, Suite 200
Zionsville, Indiana 46077
General:  317.852.7000
Investment:  317.733.1000

Storen@StorenFinancial.com

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Please note our office is wheelchair accessible.

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Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, IA, IL, IN, KY, MD, MI, NC, OK, OR, TN & TX.