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.
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...
Event: Build a Binder Workshop
Are you prepared for an emergency? Are you prepared for your loved ones, in the case of emergency or your passing, to deal with your affairs—without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...
Virtual Event: Benefits of Appointing a Professional Trustee or POA
Lisa Kellum, owner of Financial Wellness Advocates LLC will present the benefits of appointing a professional Trustee or Power of Attorney to help manage family business. Appointing a professional Trustee and Power of Attorney may be the best solution for you. Many...
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
Benefits of Filing a Tax Extension
Time to Take Advantage of All Available Tax Benefits As tax season nears, you might be considering the extension of your return. Most people don't realize that extensions are free, easy to complete, and once finished, automatically filed. They can also be extremely...
Tax Forms
Below are forms and resources for tax-related services. If you have any questions about anything at all, please give us a call. Click the links to access these forms to download or complete in your browser. Yearly Tax Preparation Forms New Client Onboarding Forms...
Plan Ahead with Our Business Services Calendar
Are you prepared to meet your business goals this year? As the year progresses, you’ll want to be thinking about your business goals. Have you prepared and filed your taxes? Are you reviewing your insurance plans or meeting with an accountant? Have you created a...