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: 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...
Event: Business Resources – Operations and Documentation – 8/21
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 for equipping business owners for success. Our Storen Financial team members and special...
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...
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
What are tax estimates?
The basics of tax estimates: What, Who, and Why Everyone must pay the federal government taxes as they earn or receive income during the year. In other words, our income tax system is a pay-as-you-go system. If you wait until April 15th of the following year to pay...
How to Make Your Tax Payments – Balance Due and Estimated Payments
Below you will find instructions on how to make your Federal and Indiana state Balance Due payments online as well as how to make your Federal and Indiana Estimated Tax payments online. These instructions do not require an account to be set up. Please note that...
Tax FAQs
Here are a few answers to the frequently asked questions our team receives. Feel free to give us a call anytime if you have any other questions. Find answers to these questions below... What does it cost to have my taxes done? What information do I need to provide for...