Educational Events

At Storen Financial, we find it important to keep you updated and informed. We host a series of educational seminars and events that share valuable information and interesting topics for our clients and the community.

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: Cyber Security Awareness Training – January 21

Learn More: Minimize the Risk of Cyber Crime with Cyber Security Awareness Training Join us for this complimentary event on Tuesday, January 21st, where Mark Mosher, IT and Cyber Security Consultant for All Covered, will educate on the prevalence of cybercrime, who is...

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Training Program: Understanding Your Financials

Class: Understanding Your Financials Led by our Business Services Director, this unique training environment will allow you to learn not just how to increase sales but to reduce cost, shift where you're spending your money, or a combination of all three. In-person...

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Training Program: Intro to QuickBooks Online

Class: Intro to QuickBooks Online Led by our Advanced Certified ProAdvisors, this unique training environment will allow you to gain valuable best practice experience, specific training on common functionalities, and troubleshooting tips to maximize your efficiency....

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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

Team Attends 2025 Ed Slott Training Workshop

Ed Slott’s Exclusive 2-Day IRA Workshop For Financial Professionals Recently, several of our team members attended Ed Slott and Company's Exclusive 2-Day IRA Workshop for Financial Advisors in Chicago. Not only did many of our advisory team members make the trip, but...

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Important Tasks to Complete When Your Child Turns 18

Do you have the authority to help your adult child in the case of an emergency? At the age of 18, your child becomes an adult in the eyes of the law and you no longer have the power to make financial, medical, or educational decisions for them. What if they are in an...

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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...

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Contact us with any questions!