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: Audit-Proofing Your Business – July 28
Learn how accurate documentation contributes to your overall business strategy and supports you in the event of an audit Is your business audit-proof? Do you know what qualifies as a legitimate business expense? What even is an audit? Join us for a complimentary event...
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...
Event: Join us for Shred Day June 6th
Free Community Shredding Event in Zionsville, IN In partnership with the Town of Zionsville, we're offering our clients and the surrounding community the opportunity to instantly shred all your personal documents on site during this June 6th event. We are proud 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
Creating a Personalized Financial Experience
A Personalized Approach to Financial Planning Starts with the Right Connection Getting started with financial planning, tax services, investments, or business support can feel overwhelming. At Storen Financial, we believe it shouldn’t be. From your very first...
Understanding AUM Fee Structures: Tiered, Milestone, and Fixed Fees
Before choosing an investment advisor, make sure you understand the fee structure. Before you agree to work with a financial advisor, ask how they are compensated and what services are covered by their fee. Some advisors may charge additional fees for certain...
Estate Planning: Creating a Legacy That Reflects Your Wishes
Planning Your Legacy: A Guide to Transferring Wealth to the People You Love Estate planning isn't just paperwork — it's how you make sure the wealth you've built goes to the right people, at the right time, in the right way. Without a clear plan, even straightforward...