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.
Help Send Storen Over the Edge
Storen will be raising $3000 to send Lynn Prust, Doug Johnson, and one of our clients, Greg Lanham over the edge on September 27th in the heart of downtown Indianapolis! These three will be rappelling 17 stories down the Barnes & Thornburg Building. All of the...
Shred-it Day August 24th
Our Shred-it Day is coming in August! The Rays paper shredding truck will be at our Brownsburg office on August 24th 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...
2 New Dates! 2019 Tax Law Conversation
Due to overwhelming demand we have added two new dates for a conversation with Kim Storen, EA, about recent changes in the tax law! Brownsburg: Monday, January 28th, 2019 6pm - 7pm Brownsburg Town Hall, Eaton Hall 61 N Green St., Brownsburg, IN 46112 Click here to...
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
Prioritize An Ongoing Partnership with Our Investment Advisory Program
Our Storen Financial Advisory Program's partnership and service help ensure you stay on a healthy financial path At Storen Financial, we provide investment advisory services that go beyond simply managing portfolios. Our team of experienced professionals work with you...
Case Study: Client Saves Thousands with Medicare Reduction Form
Opportunity to Lower IRMAA Fees When There is a Life Changing Event Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their savings. One such situation recently occurred for a...
The Storen Financial Business Continuity Plan
What is the Business Continuity Plan (BCP)? A Business Continuity Plan, or BCP, is a formal plan of prevention and recovery for emergencies and potential threats to an organization. This plan ensures that there are step-by-step procedures in place that our team can...