by the Storen Team | Jan 7, 2020 | Team News
The Storen Financial team gathered at our new Zionsville office last week to kick-off the new year and to celebrate our first quarter birthdays! Happy birthday to Rob, Greg, Linda, Vickie, Laura, Brian and Amy for January, February and March birthdays. Because we were...
by the Storen Team | Oct 10, 2019 | Retirement, Team News
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop Greg Storen completed the semiannual training with America’s IRA Experts at Ed Slott and...
by the Storen Team | Sep 12, 2019 | Resources, Team News
Accountants Give Tips on What Questions to Ask Potential Advisors, Stolen Identities, and When to Invest – Enlightened Transitions Podcast On this episode of Dillman Law Group’s Enlightened Transitions, Anna sits down with accountants Kim and Greg Storen, of Storen...
by the Storen Team | Jul 11, 2019 | Team News
Blog by Greg Storen, MBA – Owner, Storen Financial Our new building in Zionsville, Indiana is moving along at a rapid pace! We currently have brick on 1/3 of the structure and indoor framing is well underway. As our new office takes shape, we thought we’d answer a few...
by the Storen Team | Jun 27, 2019 | Taxes, Team News
Kim Storen and Greg Storen attended the American Tax Professional Group Meeting (ATPG) in Helena, MT this week. This is group of 15 large tax practice owners from around the country. Large is defined as a practice preparing from 500 tax returns to 9000 returns (Storen...
by the Storen Team | May 21, 2019 | Education, Retirement, Team News
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop Zionsville, IN – May 21, 2019 – Greg Storen, MBA, Owner of Storen Financial completed his...
