by the Storen Team | Sep 8, 2021 | Education, Events, Medicare
Don’t miss this event! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on October 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open...
by the Storen Team | May 2, 2021 | Community, Events
Our Shred-it Day is coming in May! The Rays paper shredding truck will be at our Zionsville office on May 22, 2021 to instantly shred all your personal documents on site. Our Shred-it event is a secure way to get rid of your documents containing personal information...
by the Storen Team | Mar 10, 2021 | Ed Slott, Events, Financial Planning, Resources, Retirement, Taxes, Videos
VIDEO: Click here to watch on YouTube. RSVP today for this virtual event, featuring America’s leading IRA expert, Ed Slott! Storen Financial has the opportunity to host my good friend and America’s leading IRA expert, Ed Slott. Ed will be doing a one hour presentation...
by the Storen Team | Feb 25, 2021 | Ed Slott, Events, Financial Planning, Resources, Retirement, Videos
“The New Retirement Savings Time Bomb” As you may know, I am an active member of Ed Slott’s Elite IRA Advisor Group, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your...
by the Storen Team | Dec 8, 2020 | Education, Events
Are you prepared for an emergency? Are you prepared for your loved ones, in the case of emergency or your passing, to deal with your affairs—without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...
by the Storen Team | Oct 13, 2020 | Education, Events, Financial Planning
Lisa Kellum, owner of Financial Wellness Advocates LLC will present the benefits of appointing a professional Trustee or Power of Attorney to help manage family business. Appointing a professional Trustee and Power of Attorney may be the best solution for you. Many...
