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.
Shred-it Day August 24th
Our Shred-it Day is coming in August! The Rays paper shredding truck will be at our Brownsburg office on August 24th to instantly shred all your personal documents on site. Our Shred-it event is a secure way to get rid of your documents containing personal information...
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.
LEARN MORE
Read the latest news and resources on our blog
Your Real Estate Business is Growing… Now What?
Three Topics Real Estate Agents Should Consult a Professional About Are you a realtor whose business has taken off? Perhaps you've become the professional who helps others find their dream homes. Now, you’re presented with the challenge of managing a rapidly growing...
January 2026 Newsletter
Have you read our January 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...
Storen Financial Partnership Makes Headlines
Storen Financial in the Press: Launch of Storen Legacy Partners Recently, Storen Financial announced a strategic alliance with Dynasty Financial Partners, a leading platform for independent wealth management firms, to establish our own Registered Investment Advisor...