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: 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...
Event: Navigating Social Security Complexities 8/18
Learn More: Aim to Maximize Your Social Security Benefits Join us on Tuesday, August 18, for this complimentary event, where Financial Advisors Kiran Sharma, Ronnie Jackson, and Alex Kiritschenko will provide an overview of the basics of Social Security. This...
Event: Young Professionals Event 8/18
Connect, Compete, and Collaborate: Adult Field Day In tandem with the Zionsville Chamber of Commerce, we’re hosting an "Adult Field Day" for young professionals looking to build connections and meet like-minded peers. Join us on Tuesday, August 18, to engage in...
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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
Now Hiring – Financial Assistant
To apply: Please email your resume to Storen@storenfinancial.com. Financial Assistant GENERAL DESCRIPTION: The Financial Assistant strengthens the client relationship through excellent service and proactive communication.It is a client-facing role serving as...
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...
Business Services: A Strategic Partnership
Your Business Deserves the Best At Storen Financial, we believe the best business decisions come from ongoing relationships, not last-minute conversations. We take the time to understand your business, your goals, and where you want to go so we can provide guidance...