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: Zionsville Chamber First Tuesday Networking Event – 12/2
Discover New Opportunities at This Business Networking Event Storen Financial is hosting the Zionsville Chamber of Commerce's "First Tuesday" Networking Event at our office. This complimentary event is the perfect after-hours setting for business professionals to come...
Event: Medicare Open Enrollment Details – November 13th
Have questions about Medicare? Open enrollment started October 15th! Join us for this complimentary event on November 13th, 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 14 & 16
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...
Instead of taking a one-size-fits-all approach, we start by getting to know you. Then we connect you with the right people and services to help you move forward with confidence. Click below to learn more.
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Tax FAQs
Here are a few answers to the frequently asked questions our team receives. Feel free to give us a call anytime if you have any other questions. Find answers to these questions below... What does it cost to have my taxes done? What information do I need to provide for...
Tax Season How-to: What to Provide
Information Required to Produce Your Tax Return *Most forms needed to produce your tax return should be issued or available to you prior to January 31st. If filing jointly, please provide forms and information for both the primary taxpayer and spouse. Below is...
Event: Year-End Best Practices for Businesses 11/3
Finalizing Year-End Processes for Your Business Join us for this in-person business-owner-focused event on November 3rd, to uncover the financial, tax, and planning items you should have on your radar now – so you can take action before the year is over! Erika Lewis,...