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: Business Owners and Retirement Plans – July 22nd
Are you a business owner? Curious about ways to save money and build for retirement? You can save for retirement while helping your employees to do so too! You are invited to a 15 minute virtual call with Financial Advisor, Alex Kiritschenko, to learn about the...
Event: Navigating the Medicare Puzzle – July 15th
Ruth's presentation will help navigate the Medicare puzzle. RSVP Today as Space is Limited! Join us for a presentation titled "Medicare 101" by Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience. This informational event is...
Virtual Event: Estate Planning with Lisa Dillman – June 18th
On Thursday, June 18th, join Elder Law Attorney, Lisa Dillman, online to discuss the importance of planning for all stages of life. Too often families have outdated documents or plans in place that no longer achieve their long-term goals. As loved ones age,...
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
Tax Season How-to: What to Provide
Information Required to Produce Your Tax Return *Most forms needed to produce your tax return should be issued or available to you prior to January 31st. If filing jointly, please provide forms and information for both the primary taxpayer and spouse. Below is...
How to Send Documents to Our Team
We offer 3 convenient options for you to securely send your prepared documents to our team (Examples include: financial information, tax related documents, client forms, etc). Please submit information a minimum of 2 weeks prior to your scheduled appointment. For data...
Video Content Library – Access all our videos here!
Quickly find the information you need in our video library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each video. How-to Videos • 4 Ways to Submit Documents to Storen Financial • Top...