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: 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...
Virtual Event: Medicare Open Enrollment Details – September 20
Have questions about Medicare? Open enrollment starts October 15th! Join us for this virtual event on September 20th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and addresses...
Ed Slott Event Recap and Recording
Over 425+ registered to learn from America's IRA Expert, Ed Slott! What an amazing turnout and fantastic program! Not only did Ed provide some great information, but he kept us thoroughly entertained! We were happy to see so many clients and non-clients alike register...
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
10 Steps to Take 5 Years Before Retirement
You’re Retiring in 5 Years - Are you ready? About five years beforehand, most people start to see retirement as a reality and begin seriously planning for it. This is the time when every future retiree should meet with their Financial Advisor (if they are not already...
Investment Regulatory Requirements
Please review the disclosures below. Delivery of these disclosures are regulatory requirements. They must be delivered to clients prior to discussing their financial accounts and/or opening accounts under Storen Financial’s book of business. If you have any questions...
Meet the Team – Sarah Newton
Sarah Newton Marketing Specialist Sarah joined Storen Financial in March 2026, bringing a visual mind and a background in Merchandising from Indiana University (Go Hoosiers!). With experience in marketing leadership and freelance brand strategy, she specializes in...