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: Join us for “Medicare 101”, presented by Ruth Hoffman
Ruth's presentation will help navigate the Medicare puzzle. RSVP Today as Space is Limited! Join us for a presentation titled "Medicare 101" by Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience. This informational event is...
Event: Greg Explains the SECURE Act
Join us for an in depth discussion with Greg Storen about the SECURE Act. Join us for an educational seminar on “The Secure Act” by Greg Storen, owner of Storen Financial. Greg is a Financial Advisor and Senior Tax Professional. This event is designed to inform you...
New Zionsville Office ‘Winter Walkthrough’ Open House
Join us on January 21st! Take a tour of our new office and meet our neighbors! We are moved in and getting settled in our new Zionsville office space at 1120 West Oak Street. You have watched the progress over the past year move from dirt to the beautiful new building...
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
Ask Your Advisor These 3 Questions
The answers to these questions drastically impact your financial plan A strong relationship between client and advisor should be built on transparency and communication. Oftentimes, however, clients find their advisors unable to answer the most basic questions that...
How to create your IRS.gov account
View ALL of your tax info in one place! Have questions about how much tax you paid? How much is your refund? Or how much do you currently owe? What was that notice from the IRS about? Did you receive Stimulus payments and how many or which ones? All this information...
Do I need to file a 1099?
Business owners must issue a 1099 by January 31st If you made a payment during the calendar year as a small business or self-employed (individual), you are most likely required to file an information return to the IRS. Business owners must issue a 1099 for each person...