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.
Shred Day is Coming in June!
Our Shred Day is coming in June! The paper shredding truck will be at our office on June 1, 2024 to instantly shred all your personal documents on site. This event is a secure way to get rid of your documents containing personal information all at one time. We enjoy...
2024 Financial Toolbox Educational Events
Strengthen Your Financial Toolbox by Attending These Educational Events Join us for these complimentary, client-only events that are the perfect small-group format to dive into topics such as long-term care insurance, managing taxes on IRA assets, and preparing for...
Event: Medicare General Enrollment Details – February 22
Have questions about Medicare? General enrollment is available through March 31st. Join us for this in-person event on February 22nd, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment...
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.
LEARN MORE
Read the latest news and resources on our blog
Investment Forms
These forms are intended to be used by our investment clients or those seeking an investment consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Investment...
Business Services Forms and Resources
These forms and resources are intended to be used by our business clients or those seeking additional business services. If you have any questions about anything at all, please give us a call. Services and Pricing 1099 Request Form Starting a New Business Checklist...
Our office is closed on these days…
Our office will be closed on the following days... Please visit our contact us page for current office hours and contact information. Click here for more info. 2026 January 1/1 1/2 1/19 April 4/17 – 4/20 May 5/25 June 6/19 6/26 - 6/30 July 7/1 – 7/5 September 9/7...