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: 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,...
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...
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 Financial Partnership Makes Headlines
Storen Financial in the Press: Launch of Storen Legacy Partners Recently, Storen Financial announced a strategic alliance with Dynasty Financial Partners, a leading platform for independent wealth management firms, to establish our own Registered Investment Advisor...
Investment Forms
These forms are intended to be used by our investment clients or those seeking an investment consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Investment...
Business Services Forms and Resources
These forms and resources are intended to be used by our business clients or those seeking additional business services. If you have any questions about anything at all, please give us a call. Services and Pricing 1099 Request Form Starting a New Business Checklist...