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: 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...
Storen Financial Brings National IRA Expert, Ed Slott, to the Indianapolis Area in a Complimentary Virtual Event
Storen Financial in the News... Storen Financial, an established independent investment and accounting firm in the Indianapolis area, is excited to offer the local community the chance to learn from national IRA expert, Ed Slott, in an online virtual event. This...
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
How to Pay Your Taxes for an Extension
Below you will find instructions on how to make your Federal and Indiana State Extension payments online. These instructions do not require an account to be set up. Please note that Extension payments are the taxes you pay when you have extended the time to file your...
Storen Financial Partnership Makes Headlines
Storen Financial in the Press: Launch of Storen Legacy Partners Recently, Storen Financial announced a strategic alliance with Dynasty Financial Partners, a leading platform for independent wealth management firms, to establish our own Registered Investment Advisor...
Investment Forms
These forms are intended to be used by our investment clients or those seeking an investment consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Investment...