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...
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.
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Read the latest news and resources on our blog
Meet the Team – Jon Eineman
Jon Eineman, CPA Tax Advisor Jon joined Storen Financial in September 2026, bringing a passion for solving complex financial puzzles. As a licensed Certified Public Accountant (CPA), he specializes in preparing accurate tax returns and partnering closely with...
August 2026 Newsletter
Have you read our August 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 Storen...
Event: Leaving a Legacy with Wealth Transfer Planning 9/16
Leaving a Legacy with Wealth Transfer Planning Join us on Wednesday, September 16, for this complimentary event, where Storen's Investment Team and Financial Wellness Director, Lisa Kellum, will explore the key considerations of wealth transfer planning and leaving a...