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.
Shred-it Day is coming in May!
Our Shred-it Day is coming in May! The Rays paper shredding truck will be at our Zionsville office on May 22, 2021 to instantly shred all your personal documents on site. Our Shred-it event is a secure way to get rid of your documents containing personal information...
Virtual Event: Storen Financial Hosts Ed Slott
VIDEO: Click here to watch on YouTube. RSVP today for this virtual event, featuring America’s leading IRA expert, Ed Slott! Storen Financial has the opportunity to host my good friend and America’s leading IRA expert, Ed Slott. Ed will be doing a one hour presentation...
Ed Slott’s New Book Launch Party
"The New Retirement Savings Time Bomb" As you may know, I am an active member of Ed Slott's Elite IRA Advisor Group, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your retirement savings. Ed...
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
Event: Tax-Smart Distribution Strategies for Retirement – July 22
Learn More: Aim to Minimize Risk with Smart Withdrawal Strategies Join us for this complimentary event on July 22nd, where Storen Financial's Investment team will educate on the important decisions you must make when moving from the savings phase to the retirement...
Video: How to Recognize Nefarious Emails
VIDEO: Click here to watch on YouTube. Technology Manager, Amy White, shares how she spots nefarious emails. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business,...
May 2025 Newsletter
Have you read our May 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 Storen...