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: 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...
Event: Navigating the Medicare Puzzle – July 15th
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...
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 Too often families have outdated documents or plans in place that no longer achieve their long-term goals.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,...
Instead of taking a one-size-fits-all approach, we start by getting to know you. Then we connect you with the right people and services to help you move forward with confidence. Click below to learn more.
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Read the latest news and resources on our blog
March 2026 Newsletter
Have you read our March 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 Storen...
Event: Data Security Tips for Protecting Your Identity Online – 4/22
Learn More: Protecting Your Identity Online - Simple Tips That Matter Join us for this complimentary event on Wednesday, April 22nd where Amy White, Technology Manager, will cover practical, everyday steps you can take to reduce your risk — from creating safer...
Avoid Financial Scrapes with an Emergency Fund
An Emergency Fund Acts as a Financial Buffer We all have unexpected life events arise. Maybe the transmission on that old car finally kicked out, and it’s time for you to get it fixed or buy a new car altogether. Maybe your refrigerator broke down, your roof started...