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: 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...
Video: Medicare Event Open Enrollment Details
VIDEO: Click here to watch on YouTube. Open enrollment is available through October 15th!! Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
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
Event: Join us for Shred Day June 6th
Free Community Shredding Event in Zionsville, IN In partnership with the Town of Zionsville, we're offering our clients and the surrounding community the opportunity to instantly shred all your personal documents on site during this June 6th event. We are proud to...
Event: The Power of Roth Conversions – May 19
Learn More: How do Roth conversions fit into your long-term tax strategy? Join us on Tuesday, May 19 for this complimentary event, where Storen Financial’s Investment team will discuss the potential benefits of Roth IRA conversions, their tax impact and their role in...
Ronnie Jackson’s Tax Tips Featured in InvestmentNews
InvestmentNews Article: Tax Day is coming! Advisors offer last minute tips ahead of April 15th April 15th is a calendar page away, so all those Tax Day procrastinators better get cracking. While the time to file may be running out, there are some last-minute tax...