Educational Events

At Storen Financial, we find it important to keep you updated and informed. We host a series of educational seminars and events that share valuable information and interesting topics for our clients and the community.

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.

Virtual Event: Medicare Made Clear and Open Enrollment

RSVP today! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on November 10th, 11am where Ruth Hoffman, Storen’s Medicare Benefits Specialist, walks you through the Medicare process, open enrollment guidelines and...

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Virtual Event: The Strike Zone with Greg Storen

New Investment Educational Series Join us for an exciting new program, our fall educational series “The Strike Zone” hosted by Greg Storen. This 7-week long virtual series will focus on investment and financial strategy hot topics that will help guide you along a...

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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

Training Program: Intro to QuickBooks Online

Class: Intro to QuickBooks Online Led by our Advanced Certified ProAdvisors, this unique training environment will allow you to gain valuable best practice experience, specific training on common functionalities, and troubleshooting tips to maximize your efficiency....

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Workshop: Having issues with QuickBooks Online?

  Stop by our office and join a QBO Workshop! Stop by our office during one of the QBO Workshops to get answers to your QBO questions. Members of our Business Services Team of QuickBooks Certified ProAdvisors will be on hand to help work through any questions you...

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How Businesses Can Avoid Surprises and Costly Mistakes

As we approach the end of the year, businesses should start planning for 2025. Can you invest in growth, hire new employees, acquire assets or purchase inventory, etc? Or should you look at downsizing, reducing or selling? How profitable was 2024 and what outcomes...

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Contact us with any questions!