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...
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Read the latest news and resources on our blog
June 2026 Newsletter
Have you read our June 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 Storen...
Growing Together: May 2026 All-Team Meeting
How many Diet Cokes does it take to complete 3500 tax returns? Our all-team meeting was a great opportunity to come together, reflect on where we are, and align on where we’re headed as a company. As we continue to grow and expand, we spend time discussing future...
Event: Audit-Proofing Your Business – July 28
Learn how accurate documentation contributes to your overall business strategy and supports you in the event of an audit Is your business audit-proof? Do you know what qualifies as a legitimate business expense? What even is an audit? Join us for a complimentary event...