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.
Video: What are our upcoming 2025 events?
VIDEO: Click here to watch on YouTube. Chief Operating Officer, Debbi Kuller, shares the upcoming 2025 events for this spring and summer. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information...
Webinar: Millennials and the Need for Financial Planning – April 22
Webinar: Build a Financial Future with Financial Planning Geared Toward You Join us for this complimentary virtual event on April 22nd where Storen Financial’s Investment Team will discuss financial planning for Millennials. As part of our Young Professionals Program,...
Learn More by Attending Our 2025 Educational Events
Do you have the tools you need for financial success this year? This year, we're providing a variety of educational events to our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial education, you...
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.
LEARN MORE
Read the latest news and resources on our blog
November 2025 Newsletter
Have you read our November 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...
October 2025 Team Day Recap
Unlocking Fun and Effective Solutions Together What an exciting day it was for the Storen Financial team as we gathered for our all-team meeting! The atmosphere buzzed with energy as team leaders from Investment, Tax, Business Services, and Communications &...
How does your taxable income impact Medicare?
Avoid IRMAA fees by reducing your taxable income If you will be enrolling in Medicare in the next few years, the best course of action is to examine your taxable income a minimum of 2 years prior to enrolling in order to avoid IRMAA premium surcharges. Our team of...