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: 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 Too often families have outdated documents or plans in place that no longer achieve their long-term goals.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,...
Virtual Event: Join us for “Medicare 101”, presented by Ruth Hoffman
Ruth's presentation will help navigate the Medicare puzzle and answer any questions you have. Join us for a presentation titled "Medicare 101" by Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience. This informational virtual...
Virtual Event: Join us for “Medicare 101”, presented by Ruth Hoffman
Ruth's presentation will help navigate the Medicare puzzle and answer any questions you have. Join us for a presentation titled "Medicare 101" by Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience. This informational virtual...
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.
LEARN MORE
Read the latest news and resources on our blog
Meet the Team – Kaleb Renner
Kaleb Renner Business Accountant Kaleb joined the Business Services team at Storen Financial in December 2025. He holds a Bachelor’s degree in finance from the IU Kelley School of Business and brings with him over two years of hands-on accounting experience from Meyer...
Meet the Team – Lexy Lauer
Lexy Lauer Business Accountant QuickBooks Online Certified ProAdvisor Lexy joined the Business Services team at Storen Financial in December 2025, after beginning her career in the accounting office of a car dealership. As a Business Accountant, she utilizes...
December 2025 Newsletter
Have you read our December Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming...