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: 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...
Video: What are our Financial Toolbox Events?
VIDEO: Click here to watch on YouTube. Financial Advisor, Ronnie Jackson, shares information about our Financial Toolbox Events. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our...
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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Investment Regulatory Requirements
Please review the disclosures below. Delivery of these disclosures are regulatory requirements. They must be delivered to clients prior to discussing their financial accounts and/or opening accounts under Storen Financial’s book of business. If you have any questions...
Meet the Team – Sarah Newton
Sarah Newton Marketing Specialist Sarah joined Storen Financial in March 2026, bringing a visual mind and a background in Merchandising from Indiana University (Go Hoosiers!). With experience in marketing leadership and freelance brand strategy, she specializes in...
Meet the Team – Olivia Lashley
Olivia Lashley Communications Specialist Olivia joined the Storen Financial team in March 2026 as a Communications Specialist, where she plays a key role in guiding prospective and new clients through the onboarding process. She manages incoming inquiries across...