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: What you didn’t know about Medicare – October 19
Don't miss this event! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on October 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open enrollment...
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...
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
Exciting Changes Coming to Storen Financial
Investing in the Future of Storen Financial We're excited to announce that Ronnie Jackson, Kiran Sharma, and Alex Kiritschenko are now equity partners in Storen Advisory Group. This new partnership underscores their dedication to the firm’s future and ensures...
Your Complete Guide to Navigating Tax Season
Tax season is around the corner. Here's what you need to know... We've packed this blog with all the resources you'll need for tax season, including must-have tax season forms and links you'll need to complete your return with us, tips on how to prepare ahead of time...
Storen Team Members as Featured Presenters at Synergy Conference
Showcasing our depth of knowledge and commitment to advancing financial planning strategies Storen Financial was selected this year to lead two impactful educational sessions at the prestigious Thomson Reuters November Synergy Conference in Orlando. This annual,...