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: The Trifecta of Tax Planning – July 25
Learn more: Three Important Strategies for Tax-Qualified Dollars Join us for this complimentary event on July 25th, where Storen Financial's Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect your...
Event: Innovative Alternatives to Long-term Care – May 16
Learn more: Asset-based long-term care, an innovative alternative to traditional long-term care insurance. Join us for this complimentary event on May 16th, where Storen Financial's Investment team along with OneAmerica representative, Scott Hall, will explain the...
Video: What are our Financial Toolbox Events?
VIDEO: Click here to watch on YouTube. Financial Advisor, Ronnie Jackson, shares information about our Financial Toolbox Events. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our...
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
Pass-through Entity Tax
What is "pass-through entity?" “A [pass-through] entity is a legal business entity that passes any income it makes straight to its owners, shareholders, or investors [such as a Partnership or S Corporation]. As a result, only these individuals—and not the entity...
Meet the Team – Zack Tarr
Zack Tarr Technology Operations Manager Zack Tarr joined the Storen Financial technology team in July 2026. In his role, he manages technology initiatives to create a better experience for both clients and team members. He works closely with departments across the...
July 2026 Newsletter
Have you read our July Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...