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.
Join us for the ZGravy Chase benefiting the Boys and Girls Club!
We are excited to sponsor the third annual Z Gravy Chase in Zionsville, Indiana racing throughout the historic town and along the bricks on Main Street! Start a new tradition on Thanksgiving morning racing with all your friends and family right in downtown Zionsville....
Have questions about Medicare? Join us for this event!
*This blog was updated 9/25: This event is full. Please check back for new events soon! Join us for Ruth Hoffman's "Medicare 101" presentation. Join us for a presentation titled "Medicare 101" by independent insurance agent Ruth Hoffman. This informational event is...
Help Send Storen Over the Edge
Storen will be raising $3000 to send Lynn Prust, Doug Johnson, and one of our clients, Greg Lanham over the edge on September 27th in the heart of downtown Indianapolis! These three will be rappelling 17 stories down the Barnes & Thornburg Building. All of the...
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
How to Access Your Client Portal
Client Portal Overview At Storen Financial, we use a secure Client Portal to store all your documents. Find the how-to instructions for accessing and utilizing your portal below... Upload and Download All of Your Client Documentation Initial Client Portal Setup How to...
Tax Season How-to: What to Provide
Information Required to Produce Your Tax Return *Most forms needed to produce your tax return should be issued or available to you prior to January 31st. If filing jointly, please provide forms and information for both the primary taxpayer and spouse. Below is...
How to Send Documents to Our Team
We offer 3 convenient options for you to securely send your prepared documents to our team (Examples include: financial information, tax related documents, client forms, etc). Please submit information a minimum of 2 weeks prior to your scheduled appointment. For data...