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: 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...
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...
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
Optimize Trump Accounts for Your Children Now
What are Trump Accounts? Established under the One Big Beautiful Bill Act, Trump Accounts are tax-deferred savings accounts designed for children under age 18. As of July 2026, families can officially open accounts and make contributions. The goal is to encourage...
Event: Navigating Social Security Complexities 8/18
Learn More: Aim to Maximize Your Social Security Benefits Join us on Tuesday, August 18, for this complimentary event, where Financial Advisors Kiran Sharma, Ronnie Jackson, and Alex Kiritschenko will provide an overview of the basics of Social Security. This...
Event: Young Professionals Event 8/18
Connect, Compete, and Collaborate: Adult Field Day In tandem with the Zionsville Chamber of Commerce, we’re hosting an "Adult Field Day" for young professionals looking to build connections and meet like-minded peers. Join us on Tuesday, August 18, to engage in...