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 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...
Event: Tax-Smart Distribution Strategies for Retirement – July 22
Learn More: Aim to Minimize Risk with Smart Withdrawal Strategies Join us for this complimentary event on July 22nd, where Storen Financial's Investment team will educate on the important decisions you must make when moving from the savings phase to the retirement...
Event: Business Resources – Understanding Your Financials – 6/18
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 to equipping business owners for success. Our Business Services Director, Erika Lewis,...
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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Supporting these great organizations
Investing in Our Community At Storen Financial, we take pride in our family values and our commitment to the local communities we serve. We continue to support multiple local charities, non-profit organizations, and businesses, while working to be engaged and...
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...