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: Medicare General Enrollment Details – February 22
Have questions about Medicare? General enrollment is available through March 31st. Join us for this in-person event on February 22nd, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment...
Event: Family Binder Workshop – November 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...
Video: Medicare Event Open Enrollment Details
VIDEO: Click here to watch on YouTube. Open enrollment is available through October 15th!! Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
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
Meet the Team – Ierma Clark
Ierma Clark Senior Tax Accountant Ierma joined the Storen Financial team in January 2025 as a Senior Tax Accountant. She loves working with individuals and small businesses to minimize their tax liabilities and plan for future opportunities to lower taxes using proven...
Our office is closed on these days…
Our office will be closed on the following days... Please visit our contact us page for current office hours and contact information. Click here for more info. 2025 January 1/1 1/20 April 4/17 – 4/18 May 5/26 June 6/19 6/30 July 7/1 – 7/4 September 9/1 November 11/27...
December 2024 Newsletter
Have you read our December Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming...