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: The Basics of Social Security – 9/18
Learn More: Aim to Maximize Your Social Security Benefits Join us for this complimentary event on September 18th, where Financial Advisors Kiran Sharma, Ronnie Jackson, and Alex Kiritschenko will educate on the basics of Social Security. This transition can introduce...
Event: Business Resources – Operations and Documentation – 8/21
Strengthen Your Arsenal of Business Resources with This Educational Event Join us for this complimentary event, which is the perfect small-group format to explore topics crucial for equipping business owners for success. Our Storen Financial team members and special...
Video: What are our upcoming summer and fall events?
VIDEO: Click here to watch on YouTube. Chief Operating Officer, Debbi Kuller, shares the upcoming 2025 events for this summer and fall. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information...
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
Optimize Trump Accounts for Your Children Now
What are Trump Accounts? Trump Accounts, established under the One Big Beautiful Bill Act, are new savings accounts for children currently under the age of 18 years old. These accounts are scheduled to become available for opening in July 2026. What kinds of...
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...