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.
Virtual Event – Medicare Open Enrollment Details – September 19
Have questions about Medicare? Open enrollment starts October 15th! Join us for this complimentary virtual event on September 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
Virtual Event: Medicare General Enrollment Details – February 21
Have questions about Medicare? General enrollment is available through March 31st. *Our virtual event featuring Medicare information and general enrollment has been rescheduled to March 7th. Join us for this virtual event on March 7th, where Ruth Hoffman, Storen...
Event: Family Binder Workshop – November 15
Are you prepared for an emergency? 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? Being organized when an emergency strikes eases the...
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
Meet the Team – Lexy Lauer
Lexy Lauer Business Accountant QuickBooks Online Certified ProAdvisor Lexy joined the Business Services team at Storen Financial in December 2025, after beginning her career in the accounting office of a car dealership. As a Business Accountant, she utilizes...
December 2025 Newsletter
Have you read our December 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...
Exciting Changes Coming to Storen Financial
Investing in the Future of Storen Financial We're excited to announce that Ronnie Jackson, Kiran Sharma, and Alex Kiritschenko are now equity partners in Storen Advisory Group. This new partnership underscores their dedication to the firm’s future and ensures...