Educational Events
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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.
2 New Dates! 2019 Tax Law Conversation
Due to overwhelming demand we have added two new dates for a conversation with Kim Storen, EA, about recent changes in the tax law! Brownsburg: Monday, January 28th, 2019 6pm - 7pm Brownsburg Town Hall, Eaton Hall 61 N Green St., Brownsburg, IN 46112 Click here to...
Tax Law Update Conversation with Kim Storen, EA
Do you have questions about the significant tax law changes for 2018 and how they may affect you? Join us for an in-depth conversation with Kim Storen, Owner and EA, Tuesday, January 15th, 2019 6pm - 7pm Eaton Hall of Brownsburg Town Hall 61 N Green St Brownsburg, IN...
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
Our Social Security Planning Secret, Heather Schreiber
Access to Comprehensive Social Security Knowledge As tax law changes at break-neck speed, we continue our ongoing study of legislation and add to the arsenal of resources that help grow your retirement plan and avoid costly missteps. In addition to utilizing Ed...
Case Study: The Power of Roth Conversions to Reduce RMDs
Understanding How Roth Conversions Can Impact Your RMDs and Save Tax Dollars Oftentimes, new clients come to us after realizing they might be missing ways they can maximize their tax savings. One such situation recently occurred for a couple who came to us asking how...
How to remove the bookkeeping burden?
Are You Managing the Financial Health of Your Business? "Bookkeeping is the primary way business owners can determine if their business is profitable: keeping an eye on your numbers lets you identify financial challenges early on and address them before they blossom...