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: Business Resources – August 22
Strengthen Your Arsenal of Business Resources with This Educational Event Join us for this complimentary event that is the perfect small-group format to dive into topics crucial for equipping business owners for success. Our Storen Financial team members and other...
Event: The Trifecta of Tax Planning – July 25
Learn more: Three Important Strategies for Tax-Qualified Dollars Join us for this complimentary event on July 25th, where Storen Financial's Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect your...
Event: Innovative Alternatives to Long-term Care – May 16
Learn more: Asset-based long-term care, an innovative alternative to traditional long-term care insurance. Join us for this complimentary event on May 16th, where Storen Financial's Investment team along with OneAmerica representative, Scott Hall, will explain the...
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.
LEARN MORE
Read the latest news and resources on our blog
July 2024 Newsletter
Have you read our July Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...
Establish a Foundation with the Storen Financial Young Professionals Program
Define your financial future with our Young Professionals Program For young professionals in their twenties and thirties transitioning from college to career, many find they may have more time to dedicate to their financial journey, but they lack the tools and...
Benefits of a Transfer on Death (TOD) Deed
Avoid Probate and Control Distribution of Non-qualified Assets After Death Probate, the legal process in which a will is meticulously reviewed to determine whether it's valid and authentic, is something most people dread. (Click here to learn more about probate.) It’s...