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: 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...
Event: Estate Planning with Lisa Dillman
On Thursday, March 5th, join Elder Law Attorney, Lisa Dillman, 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 Too often families have outdated documents or plans in place that no longer achieve their long-term goals.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, circumstances...
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
October 2025 Team Day Recap
Unlocking Fun and Effective Solutions Together What an exciting day it was for the Storen Financial team as we gathered for our all-team meeting! The atmosphere buzzed with energy as team leaders from Investment, Tax, Business Services, and Communications &...
How does your taxable income impact Medicare?
Avoid IRMAA fees by reducing your taxable income If you will be enrolling in Medicare in the next few years, the best course of action is to examine your taxable income a minimum of 2 years prior to enrolling in order to avoid IRMAA premium surcharges. Our team of...
Event: Zionsville Chamber First Tuesday Networking Event – 12/2
Discover New Opportunities at This Business Networking Event Storen Financial is hosting the Zionsville Chamber of Commerce's "First Tuesday" Networking Event at our office. This complimentary event is the perfect after-hours setting for business professionals to come...