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: The Strike Zone with Greg Storen
New Investment Educational Series Join us for an exciting new program, our fall educational series “The Strike Zone” hosted by Greg Storen. This 7-week long virtual series will focus on investment and financial strategy hot topics that will help guide you along a...
Virtual Event: Do you have questions about Medicare Open Enrollment?
RSVP today - open enrollment starts October 15th! Join us for this virtual event where Ruth Hoffman, Storen’s Medicare Benefits Specialist, walks you through the Medicare process, open enrollment guidelines and addresses questions you might have about this health...
A small way we can contribute and make a difference in helping others!
Please join the Storen Financial team in a food drive collection for our area communities, to benefit those who are food insecure. The donated food items collected will be delivered to The Caring Center in Boone County. The Caring Center, located in Lebanon, Indiana,...
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
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,...
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...