by the Storen Team | Dec 7, 2022 | Team News
A day filled with learning, fun, and flashing lights It’s that time of year again! The entire Storen Financial team gathered for a day of training and education. Our Investment, Tax, Business Services, Admin, HR, Technology, and Communications teams presented updates...
by the Storen Team | Oct 26, 2022 | Community, Resources, Team News, Videos
VIDEO: Click here to watch on YouTube. We’re excited to share our new welcome video! We’re excited to share our new welcome video and give you a look inside Storen Financial. Learn more about our team approach and core values. Follow along with the...
by the Storen Team | Aug 11, 2022 | Ed Slott, Education, Team News
Ed Slott’s Instant IRA Success Exclusive 2-Day IRA Workshop For Financial Advisors Recently several of our team members attended Ed Slott’s Instant IRA Success Exclusive 2-Day IRA Workshop For Financial Advisors in Nashville, TN. Not only did most of our investment...
by the Storen Team | Jul 20, 2022 | Storen Interns, Team News, Updates
Our 2022 summer intern recaps his Storen Financial experience Each year Storen Financial hosts multiple interns in many different roles within our organization. Jeb joined our team for the summer of 2022. Here’s his story… Jeb Garrett Purdue University...
by the Storen Team | Jul 1, 2022 | Ed Slott, Education, Financial Planning, 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 of Storen Financial completed his semiannual training with America’s IRA Experts...
by the Storen Team | Jun 1, 2022 | Team News
“Racing through 2022!” The entire Storen Financial team gathered this month for a day filled with training and education as we incorporated the theme, “racing through 2022”. Members of our Investment team, Tax team and Business Services team, along with...
