by the Storen Team | May 8, 2025 | Team News
We just keep ROLLING with it at Storen! After flying through the busy tax season, the whole Storen Financial team celebrated some light-hearted competition that was right down our lane at Pins Mechanical Company. With almost 3,500 returns completed this year, we took...
by the Storen Team | May 6, 2025 | Team News, Updates
Our 2025 Seasonal Employees Recap Their Storen Financial Experiences Each year, Storen Financial hires multiple seasonal employees to help us deliver an exceptional tax season. Courtney and Alana were just two of the amazing seasonal admin workers we couldn’t...
by the Storen Team | Nov 11, 2024 | Ed Slott, Education, Team News
Ed Slott’s Virtual 2-Day IRA Workshop For Financial Advisors It’s incredibly important to our team that we’re always learning and refreshing our understanding of the information needed to safeguard, manage, and grow your accounts. This means we often...
by the Storen Team | Nov 1, 2024 | Team News
A Day Filled with Learning, Laughter, and Light Naps from Churchie The entire Storen Financial team gathered for a day of company forecasts, updates, and future plans led by our Investment, Tax, Business Services, and Communications & Operations team leaders. This...
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...
