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: 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 Too often families have outdated documents or plans in place that no longer achieve their long-term goals.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...
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...
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
Exciting Changes Coming to Storen Financial
Investing in the Future of Storen Financial We're excited to announce that Ronnie Jackson, Kiran Sharma, and Alex Kiritschenko are now equity partners in Storen Advisory Group. This new partnership underscores their dedication to the firm’s future and ensures...
Your Complete Guide to Navigating Tax Season
Tax season is around the corner. Here's what you need to know... We've packed this blog with all the resources you'll need for tax season, including must-have tax season forms and links you'll need to complete your return with us, tips on how to prepare ahead of time...
Storen Team Members as Featured Presenters at Synergy Conference
Showcasing our depth of knowledge and commitment to advancing financial planning strategies Storen Financial was selected this year to lead two impactful educational sessions at the prestigious Thomson Reuters November Synergy Conference in Orlando. This annual,...