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: Minimizing Risk With Smart Withdrawal Strategies – July 21
Learn how proactive tax planning strategies can support long-term retirement confidence Join us on Tuesday, July 21, for this complimentary event, where Storen Financial’s Investment team will discuss the planning potential of withdrawal strategies and their tax...
Event: Join us for Shred Day June 6th
Free Community Shredding Event in Zionsville, IN In partnership with the Town of Zionsville, we're offering our clients and the surrounding community the opportunity to instantly shred all your personal documents on site during this June 6th event. We are proud to...
Event: The Power of Roth Conversions – May 19
Learn More: How do Roth conversions fit into your long-term tax strategy? Join us on Tuesday, May 19 for this complimentary event, where Storen Financial’s Investment team will discuss the potential benefits of Roth IRA conversions, their tax impact and their role in...
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Read the latest news and resources on our blog
Now Hiring – Tax Administrator (Seasonal)
To apply: Please email your resume to Storen@storenfinancial.com. Tax Administrator (Seasonal) We are seeking a highly motivated, detail-oriented, and outgoing Seasonal Administrative Staff member to join our team for the upcoming tax season. In this role, you...
Now Hiring – Appointment Scheduler (Seasonal)
To apply: Please email your resume to Storen@storenfinancial.com. Appointment Scheduler (Seasonal) We are seeking a professional, high-energy Seasonal Appointment Scheduler to join our team for the peak tax season. As the primary point of contact, you will...
7 Topics to Address with Your Accountant Before Year-end
Avoid Unnecessary Tax by Meeting with Your Accountant Before the End of the Year No one wants to pay more in tax than they need to. Reaching out to your accountant periodically – and not just at the very end of the year – empowers you to discuss financial situations...