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: Family Binder Workshop – October 1 & 3
Are you prepared for an emergency or death? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? No family member should be forced to deal...
Event: Tax-Smart Distribution Strategies for Retirement – September 12
Learn More: Minimize Risk with Smart Withdrawal Strategies Join us for this complimentary event on September 12th, where Storen Financial's Investment team will educate on the important decisions you must make when moving from the savings phase to the retirement...
Event: Business Resources – August 22
Strengthen Your Arsenal of Business Resources with This Educational Event Join us for this complimentary event that is the perfect small-group format to dive into topics crucial for equipping business owners for success. Our Storen Financial team members and other...
Instead of taking a one-size-fits-all approach, we start by getting to know you. Then we connect you with the right people and services to help you move forward with confidence. Click below to learn more.
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Read the latest news and resources on our blog
Do I need to file a 1099?
1099 Filing Requirements for Business Owners: What You Need to Know Understanding who needs a 1099, which form to use, and when the forms are due can help your business avoid unnecessary penalties and stay organized during tax season. If your business made payments to...
How to Access Your Client Portal
Client Portal Overview At Storen Financial, we use a secure Client Portal to store all your documents. Find the how-to instructions for accessing and utilizing your portal below... Upload and Download All of Your Client Documentation Initial Client Portal Setup How to...
How to Pay Pass-through Entity (PTE) Taxes
What is the pass-through entity tax? “Gov. Eric Holcomb signed Senate Enrolled Act 2 into law Feb. 22, 2023, authorizing certain pass-through entities to voluntarily elect to pay tax at the entity level based on each owner’s total share of adjusted gross income. It is...