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: Year-End Best Practices for Businesses 11/3
Finalizing Year-End Processes for Your Business Join us for this in-person business-owner-focused event on November 3rd, to uncover the financial, tax, and planning items you should have on your radar now – so you can take action before the year is over! Erika Lewis,...
Event: Medicare Masterclass: Everything You Need to Know 10/13
Learn about Medicare and more at this educational event! Join us for this in-person event on October 13th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment guidelines, and address questions you...
Event: Leaving a Legacy with Wealth Transfer Planning 9/16
Leaving a Legacy with Wealth Transfer Planning Join us on Wednesday, September 16, for this complimentary event, where Storen's Investment Team and Financial Wellness Director, Lisa Kellum, will explore the key considerations of wealth transfer planning and leaving a...
Instead of taking a one-size-fits-all approach, we start by getting to know you. Then we connect you with the right people and services to help you move forward with confidence. Click below to learn more.
LEARN MORE
Read the latest news and resources on our blog
Now Hiring – Administrative & Tax Operations Intern
To apply: Please email your resume and a brief cover letter outlining your career goals to Storen@storenfinancial.com. Administrative & Tax Operations Intern Are you looking to gain hands-on, real-world business experience during the busiest time of the...
Now Hiring – Tax Administrator (Seasonal)
To apply: Please email your resume to Storen@storenfinancial.com. Tax Administrator (Seasonal) We are seeking a highly motivated, detail-oriented, and outgoing Seasonal Administrative Staff member to join our team for the upcoming tax season. In this role, you...
Now Hiring – Appointment Scheduler (Seasonal)
To apply: Please email your resume to Storen@storenfinancial.com. Appointment Scheduler (Seasonal) We are seeking a professional, high-energy Seasonal Appointment Scheduler to join our team for the peak tax season. As the primary point of contact, you will...