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: Medicare Open Enrollment Details – November 12th
Have questions about Medicare? Open enrollment started October 15th! Join us for this complimentary event on November 12th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process and enrollment guidelines as well as...
Event: Family Binder Workshop – October 1 & 3
Are you prepared for an emergency or death? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? No family member should be forced to deal...
Event: Tax-Smart Distribution Strategies for Retirement – September 12
Learn More: Minimize Risk with Smart Withdrawal Strategies Join us for this complimentary event on September 12th, where Storen Financial's Investment team will educate on the important decisions you must make when moving from the savings phase to the retirement...
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
Plan Ahead with Our Business Services Calendar
Are you prepared to meet your business goals this year? As the year progresses, you’ll want to be thinking about your business goals. Have you prepared and filed your taxes? Are you reviewing your insurance plans or meeting with an accountant? Have you created a...
Blog Content Library – 2025
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog. Medicare Advisory Services • Event: Medicare General Enrollment...
Protecting Your Identity in the New Year
Are you doing these things to prevent identity theft or fraud? Each year, you’ll want to think about improvements you can make to how you protect your information. You don’t necessarily need to be tech-savvy to do this. Rather, implementing a few practices into your...