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: Estate Planning with Lisa Dillman
On Thursday, March 5th, join Elder Law Attorney, Lisa Dillman, 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 Too often families have outdated documents or plans in place that no longer achieve their long-term goals.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, circumstances...
Event: Join us for “Medicare 101”, presented by Ruth Hoffman
Ruth's presentation will help navigate the Medicare puzzle. RSVP Today as Space is Limited! Join us for a presentation titled "Medicare 101" by Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience. This informational event is...
Event: Greg Explains the SECURE Act
Join us for an in depth discussion with Greg Storen about the SECURE Act. Join us for an educational seminar on “The Secure Act” by Greg Storen, owner of Storen Financial. Greg is a Financial Advisor and Senior Tax Professional. This event is designed to inform you...
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
Rental Property Tax Questions Answered
Questions about rental income and expenses? We’ll make it simple. Do you own an apartment building, duplex, or house that you rent out? Are you considering joining the rising trend of homeowners who rent out their second home, vacation home, or other properties they...
Now Hiring – Tax Accountant
To apply: Please complete our career form application and email your resume to Storen@storenfinancial.com. Only applications received through this form will be considered. Click here to get started. Tax Accountant GENERAL DESCRIPTION: We are looking for a...
What it means to extend your tax return?
Important Things to Consider Regarding a Tax Return Extension When approaching the April 15th tax due date, you might be considering the extension of your individual tax return. An individual tax return can be extended by Filing Form 4868 with the IRS, and the new due...