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: 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...
Event: Innovative Alternatives to Long-Term Care Insurance
Learn more: Asset-based long-term care, an innovative alternative to traditional long-term care insurance. Join us for this complimentary, client-only event on October 3rd, where Storen Financial's Investment team along with OneAmerica representative, Scott Hall, will...
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
Storen Team Attends 2-Day Tax Training
Official Tax Season Launch for Storen Financial The Storen Financial team has been working hard and gearing up for tax season. Chelsea Brown, Tax Operations Director, and Kim Storen, Senior Tax Accountant, led a two-day training session for our team of professionals....
Event: Family Binder Workshop – March 18
Are you prepared for an emergency or death? Having an organized plan when an emergency strikes can ease the burden for grieving family members and enable them to handle your affairs the way you intended. A family binder can be used to keep track of information,...
Learn More by Attending our 2026 Events
Do you have the tools you need for financial success this year? Our goal is to provide a variety of educational events for our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial education, you...