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: Build a Binder Workshop
Are you prepared for an emergency? Are you prepared for your loved ones, in the case of emergency or your passing, to deal with your affairs—without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...
Virtual Event: Benefits of Appointing a Professional Trustee or POA
Lisa Kellum, owner of Financial Wellness Advocates LLC will present the benefits of appointing a professional Trustee or Power of Attorney to help manage family business. Appointing a professional Trustee and Power of Attorney may be the best solution for you. Many...
Virtual Event: Medicare Made Clear and Open Enrollment
RSVP today! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on November 10th, 11am where Ruth Hoffman, Storen’s Medicare Benefits Specialist, walks you through the Medicare process, open enrollment guidelines and...
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.
LEARN MORE
Read the latest news and resources on our blog
What Should I Do With an Old Retirement Account?
Risks of Leaving Money in an Old Retirement Account Ever transition to a new career only to feel like you’re forgetting something important? It’s your money – the savings you’ve accrued in your previous employer’s retirement account that you might not know how to...
Celebrating the End of Tax Season!
We just keep ROLLING with it at Storen! After flying through the busy tax season, the whole Storen Financial team celebrated some light-hearted competition that was right down our lane at Pins Mechanical Company. With almost 3,500 returns completed this year, we took...
Fiduciaries: The Gold Standard for Financial Advisors in Advisory Relationships
Selecting a Trusted Financial Services Partner Financial decisions are oftentimes complex and overwhelming. It’s no secret that a knowledgeable advisor can help by simplifying tax rules and outlining investment strategies that support your financial goals. But when it...