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.
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...
Ed Slott’s New Book Launch Party
"The New Retirement Savings Time Bomb" As you may know, I am an active member of Ed Slott's Elite IRA Advisor Group, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your retirement savings. Ed...
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
Investment Fee Structure Explained
Before choosing an investment advisor, make sure you understand the fee structure. "Before you agree to work with an investment manager or advisor, make sure you understand the fee structure and what services that fee includes. Some advisors may charge extra for...
November 2025 Newsletter
Have you read our November Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming...
October 2025 Team Day Recap
Unlocking Fun and Effective Solutions Together What an exciting day it was for the Storen Financial team as we gathered for our all-team meeting! The atmosphere buzzed with energy as team leaders from Investment, Tax, Business Services, and Communications &...