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
Estate Planning: Creating a Legacy That Reflects Your Wishes
Planning Your Legacy: A Guide to Transferring Wealth to the People You Love Estate planning isn't just paperwork — it's how you make sure the wealth you've built goes to the right people, at the right time, in the right way. Without a clear plan, even straightforward...
How to create your IRS.gov account
View ALL of your tax info in one place! Have questions about how much tax you paid? What was that notice from the IRS about? Did you receive Stimulus payments, and if so, how many or which ones? All this information and so much more is now available on your IRS Online...
How to create your INTIME account
View your state tax info online In addition to setting up your IRS.gov account in order to access all of your federal tax information, we recommend all clients create an INTIME account for their state tax information. The Indiana Department of Revenue’s (DOR) current...