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 2025 events?
VIDEO: Click here to watch on YouTube. Chief Operating Officer, Debbi Kuller, shares the upcoming 2025 events for this spring and summer. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information...
Webinar: Millennials and the Need for Financial Planning – April 22
Webinar: Build a Financial Future with Financial Planning Geared Toward You Join us for this complimentary virtual event on April 22nd where Storen Financial’s Investment Team will discuss financial planning for Millennials. As part of our Young Professionals Program,...
Learn More by Attending Our 2025 Educational Events
Do you have the tools you need for financial success this year? This year, we're providing a variety of educational events to our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial education, you...
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
Avoid Financial Scrapes with an Emergency Fund
An Emergency Fund Acts as a Financial Buffer We all have unexpected life events arise. Maybe the transmission on that old car finally kicked out, and it’s time for you to get it fixed or buy a new car altogether. Maybe your refrigerator broke down, your roof started...
10 Steps to Take 5 Years Before Retirement
You’re Retiring in 5 Years - Are you ready? About five years beforehand, most people start to see retirement as a reality and begin seriously planning for it. This is the time when every future retiree should meet with their Financial Advisor (if they are not already...
Investment Regulatory Requirements
Please review the disclosures below. Delivery of these disclosures are regulatory requirements. They must be delivered to clients prior to discussing their financial accounts and/or opening accounts under Storen Financial’s book of business. If you have any questions...