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 Trifecta of Tax Planning – July 25
Learn more: Three Important Strategies for Tax-Qualified Dollars Join us for this complimentary event on July 25th, where Storen Financial's Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect your...
Event: Innovative Alternatives to Long-term Care – May 16
Learn more: Asset-based long-term care, an innovative alternative to traditional long-term care insurance. Join us for this complimentary event on May 16th, where Storen Financial's Investment team along with OneAmerica representative, Scott Hall, will explain the...
Video: What are our Financial Toolbox Events?
VIDEO: Click here to watch on YouTube. Financial Advisor, Ronnie Jackson, shares information about our Financial Toolbox Events. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our...
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
Team Attends 2025 Ed Slott Training Workshop
Ed Slott’s Exclusive 2-Day IRA Workshop For Financial Professionals Recently, several of our team members attended Ed Slott and Company's Exclusive 2-Day IRA Workshop for Financial Advisors in Chicago. Not only did many of our advisory team members make the trip, but...
Important Tasks to Complete When Your Child Turns 18
Do you have the authority to help your adult child in the case of an emergency? At the age of 18, your child becomes an adult in the eyes of the law and you no longer have the power to make financial, medical, or educational decisions for them. What if they are in an...
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...