Educational Events
EVENT DETAILS
Join us at one of these upcoming 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...
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...
Virtual Event – Medicare Open Enrollment Details – September 19
Have questions about Medicare? Open enrollment starts October 15th! Join us for this complimentary virtual event on September 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
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
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 •...
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...
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...