by the Storen Team | Sep 9, 2024 | Team News
What is the Business Continuity Plan (BCP)? A Business Continuity Plan, or BCP, is a formal plan of prevention and recovery for emergencies and potential threats to an organization. This plan ensures that there are step-by-step procedures in place that our team can...
by the Storen Team | Sep 5, 2024 | Businesses, Education, Team News
Thomson Reuters Practice Forward Advisory Symposium Elevates our Business Advisory Services This summer, three of our Storen team members travelled to Carlsbad, CA for the Thomson Reuters Practice Forward Advisory Symposium. Kim, Debbi, and Erika spent a week...
by the Storen Team | Aug 6, 2024 | Storen Interns, Team News, Updates
Our 2024 summer intern recaps his Storen Financial experience. Each year Storen Financial hosts multiple interns in many different roles within our organization. Kendall joined our team for the summer of 2024. Here’s his story… Kendall Vaughan University...
by the Storen Team | Jun 10, 2024 | Team News
A Day Filled with Learning, Fun, and New Adventures The entire Storen Financial team gathered for a day of training and education led by our Investment, Tax, Business Services, Admin, HR, Technology, and Communications team leaders. As always, this meeting was a...
by the Storen Team | Jun 6, 2024 | Team News, Updates
Great Turnout for Storen Financial’s Shred Day! Our Shred Day here at Storen Financial was well attended. Cars were lined up at 9 am, and traffic flow continued until 11 am. We hosted a multitude of families as they shredded their documents, with an impressive total...
by the Storen Team | Jun 2, 2024 | Ed Slott, Education, Financial Planning, Resources, Retirement, Team News
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques, and Tax Laws Greg Storen, President and Advisory Services Director of Storen Financial, completed his...
