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.
Event: The Power of Roth Conversions – May 19
Learn More: How do Roth conversions fit into your long-term tax strategy? Join us on Tuesday, May 19 for this complimentary event, where Storen Financial’s Investment team will discuss the potential benefits of Roth IRA conversions, their tax impact and their role in...
Event: Data Security Tips for Protecting Your Identity Online – 4/22
Learn More: Protecting Your Identity Online - Simple Tips That Matter Join us for this complimentary event on Wednesday, April 22nd where Amy White, Technology Manager, will cover practical, everyday steps you can take to reduce your risk — from creating safer...
Event: Family Binder Workshop – March 18
Are you prepared for an emergency or death? Having an organized plan when an emergency strikes can ease the burden for grieving family members and enable them to handle your affairs the way you intended. A family binder can be used to keep track of information,...
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
Elevate Your Business with Advisory Services
A Comprehensive Approach That Emphasizes Planning and Strategy Have you dreamed of starting or owning a business? Is your business needing a boost? Is your business in a state of expansion or growth? Regardless of where you are today along the path of business...
Key Tax Considerations for a Transition of Wealth
Minimizing Tax-Impact to Maximize Inheritance A wealth transfer is not just about passing down assets. It is about ensuring those assets are transferred efficiently and with minimal tax impact. From 401(k)s and pensions to Social Security and Roth IRAs. Each carries...
Event: Minimizing Risk With Smart Withdrawal Strategies – July 21
Learn how proactive tax planning strategies can support long-term retirement confidence Join us on Tuesday, July 21, for this complimentary event, where Storen Financial’s Investment team will discuss the planning potential of withdrawal strategies and their tax...