Educational Events
EVENT DETAILS
Join us at one of these upcoming events
Our goal is to provide educational opportunities and resources to our clients and surrounding community members in order to help you along your financial journey. Check back frequently as we’re always adding new events!
Event Calendar
View all of our events we have planned for the year on our event calendar. Click here for details.
Event: Audit-Proofing Your Business – July 28
Learn how accurate documentation contributes to your overall business strategy and supports you in the event of an audit Is your business audit-proof? Do you know what qualifies as a legitimate business expense? What even is an audit? Join us for a complimentary event...
Event: Minimizing Risk With Smart Withdrawal Strategies – July 21
Learn how proactive tax planning strategies can support long-term retirement confidence Join us on Tuesday, July 21, for this complimentary event, where Storen Financial’s Investment team will discuss the planning potential of withdrawal strategies and their tax...
Event: Join us for Shred Day June 6th
Free Community Shredding Event in Zionsville, IN In partnership with the Town of Zionsville, we're offering our clients and the surrounding community the opportunity to instantly shred all your personal documents on site during this June 6th event. We are proud to...
How can we help?
At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.
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Read the latest news and resources on our blog
Our Record-Breaking Shred Day Event
Over 8,000 pounds of paper securely destroyed! Recently, we hosted a Shred Day in partnership with the City of Zionsville! Clients and people from the Zionsville community came together to safely dispose of documents and protect their identities. During the event,...
Meet the Team – Nicole McCoskey
Nicole McCoskey Financial Wellness Specialist Nicole (Nicky) McCoskey joined the Financial Wellness team at Storen Financial in June 2026. In her role, she helps clients navigate the day-to-day responsibilities of managing their finances by overseeing bill pay,...
Storen Financial Partner Named Top 50 Next Gen Advisors to Watch 2026
Disclosure: AdvisorHub’s Advisors to Watch ranking is based on historical data evaluated from January 1, 2025, to December 31, 2025. Neither Storen Financial nor Ronnie Jackson paid any direct or indirect compensation, including entry fees, logo licensing fees, or...