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.
We’re bringing Ed Slott back!
VIDEO: Click here to watch on YouTube. This 2022 program will feature a unique look at recent changes in the tax laws and how it will impact your retirement. Last year over 200+ joined us virtually to learn from Ed Slott! With such a great response we’ve decided to...
Virtual Event: Medicare General Enrollment Details – February 22
Have questions about Medicare? General enrollment is available through March 31st. Join us for this virtual event on February 22nd, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
Virtual Event: What you didn’t know about Medicare – October 19
Don't miss this event! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on October 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open enrollment...
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
Story: Employee Experience with the Storen Financial Young Professionals Program
Storen Financial Employee Shares Her Experience With the Young Professionals Program As a working person in my twenties, I entered the Young Professionals Program at Storen Financial having limited to no knowledge of how to build financial security other than through...
Case Study: The Right Business Tax Entity Will Save Your Tax Dollars
Know the Benefits of Choosing the Correct Tax Entity for Your Business Many business owners often share that they are "flailing in the wind" when it comes to general business acumen and management. They feel knowledgeable in the specific trade and services they offer...
May 2025 Team Day Recap
We're always learning something at Storen Financial. If you've been following the Storen Team's whereabouts, you likely know that each year, our entire team gathers for a half-day of company forecasts, updates, and future plans led by our Investment, Tax, Business...