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: Estate Planning with Lisa Dillman – June 18th
On Thursday, June 18th, join Elder Law Attorney, Lisa Dillman, online to discuss the importance of planning for all stages of life. Too often families have outdated documents or plans in place that no longer achieve their long-term goals. As loved ones age,...
Virtual Event: Join us for “Medicare 101”, presented by Ruth Hoffman
Ruth's presentation will help navigate the Medicare puzzle and answer any questions you have. Join us for a presentation titled "Medicare 101" by Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience. This informational virtual...
Virtual Event: Join us for “Medicare 101”, presented by Ruth Hoffman
Ruth's presentation will help navigate the Medicare puzzle and answer any questions you have. Join us for a presentation titled "Medicare 101" by Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience. This informational virtual...
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
End-of-Year and New Year Business Objectives
Finalizing Year-End Processes for Your Business As the leaves fall and stores begin playing holiday music, our minds quickly transition to payroll and accounting year-end processes. Okay, so maybe that’s not quite how it goes. Even so, as 2024 comes to a close and we...
Case Study: Locking into a Fixed Annuity Delayed Retirement
Major Financial Move Negatively Affected Retirement Plan Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have significantly impacted their tax situation. One such example involved an...
Case Study: One Understanding Financials Class Can Boost Your Business
Solve Big Pain Points in Your Business with Education Oftentimes, business owners come to us with pain points that can significantly impact the trajectory of their business and their tax liability. One such situation recently occurred when a client attended one of our...