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.
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...
Event: Family Binder Workshop – November 14 & 16
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...
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
Exciting Changes Coming to Storen Financial
Investing in the Future of Storen Financial We're excited to announce that Ronnie Jackson, Kiran Sharma, and Alex Kiritschenko are now equity partners in Storen Advisory Group. This new partnership underscores their dedication to the firm’s future and ensures...
Your Complete Guide to Navigating Tax Season
Tax season is around the corner. Here's what you need to know... We've packed this blog with all the resources you'll need for tax season, including must-have tax season forms and links you'll need to complete your return with us, tips on how to prepare ahead of time...
Storen Team Members as Featured Presenters at Synergy Conference
Showcasing our depth of knowledge and commitment to advancing financial planning strategies Storen Financial was selected this year to lead two impactful educational sessions at the prestigious Thomson Reuters November Synergy Conference in Orlando. This annual,...