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: Medicare General Enrollment Details – February 20
Have questions about Medicare? General enrollment is available through March 31st. Join us for this in-person event on February 20th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment...
Event: Cyber Security Awareness Training – January 21
Learn More: Minimize the Risk of Cyber Crime with Cyber Security Awareness Training Join us for this complimentary event on Tuesday, January 21st, where Mark Mosher, IT and Cyber Security Consultant for All Covered, will educate on the prevalence of cybercrime, who is...
Training Program: Understanding Your Financials
Class: Understanding Your Financials Led by our Business Services Director, this unique training environment will allow you to learn not just how to increase sales but to reduce cost, shift where you're spending your money, or a combination of all three. In-person...
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
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...