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: 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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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...

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A Personalized Approach to Financial Planning Starts with the Right Connection

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.

LEARN MORE

Read the latest news and resources on our blog

September 2026 Newsletter

Have you read our September 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...

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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. 2026 January 1/1 1/19 April 4/17 – 4/20 May 5/25 June 6/19 6/26 – 6/30 July 7/1 – 7/5 September 9/7 November...

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Staying on Par In and Out of the Office

Growing Together – In and Out of the Office! At Storen Financial, we believe a strong team is at the heart of a strong client experience. While much of our work happens around financial planning, business strategy, and tax returns, some of the best team-building...

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Contact us with any questions!