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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Read the latest news and resources on our blog
How to Finalize Your Digital Tax Return
If your digital tax return documentation is now available in your Storen Financial Client Portal and ready to finalize, follow these instructions to complete the process. The following items must be completed... Sign your digital signature so that our team can file...
4 Signs It’s Time to Change Financial Advisors
How do you know when it's time to review your relationship with your current financial advisor? "Some relationships just don't work out. That unfortunate truth applies to spouses, friends, business associates — and financial advisors." There are many reasons that...
How to Pay Your Taxes for an Extension
**Our Storen Financial Policy: We will file an automatic extension for all previous years’ clients by the tax deadline. If you are new to Storen and you would like help filing an extension, give us a call, and we will file an electronic extension for you as long as we...