Educational Events

At Storen Financial, we find it important to keep you updated and informed. We host a series of educational seminars and events that share valuable information and interesting topics for our clients and the community.


Join us at one of these upcoming events

We are frequently creating educational events for our clients and surrounding community members. Click “read more” below each event to learn more. And check back frequently as we’re always adding new events!

Video: Medicare Event Open Enrollment Details

VIDEO: Click here to watch on YouTube. Open enrollment is available through October 15th!! Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...

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Event: Innovative Alternatives to Long-Term Care Insurance

Learn more: Asset-based long-term care, an innovative alternative to traditional long-term care insurance. Join us for this complimentary, client-only event on October 3rd, where Storen Financial's Investment team along with OneAmerica representative, Scott Hall, will...

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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.


Read the latest news and resources on our blog

Video Content Library – Access all our videos here!

Quickly find the information you need in our video library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each video.   Financial Planning and Investments • Q & A – Family Binders •...

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Video: Q & A – Family Binders

VIDEO: Click here to watch on YouTube. Financial Assistant, Dani Hussung, discusses the importance of the family binder in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will...

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Meet the Team – Julie Urban

Julie Urban Business Services Assistant Julie joined Storen Financial in September 2023 as a member of the Business Services team. She has completed business office practice, accounting, and QuickBooks courses as well as medical terminology, automotive, and a variety...

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Contact us with any questions!