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: 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...
Training Program: Intro to QuickBooks Online
Class: Intro to QuickBooks Online Led by our Advanced Certified ProAdvisors, this unique training environment will allow you to gain valuable best practice experience, specific training on common functionalities, and troubleshooting tips to maximize your efficiency....
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
Meet the Team – Nicole McCoskey
Nicole McCoskey Financial Wellness Specialist Nicole (Nicky) McCoskey joined the Financial Wellness team at Storen Financial in June 2026. In her role, she helps clients navigate the day-to-day responsibilities of managing their finances by overseeing bill pay,...
Storen Financial Partner Named Top 50 Next Gen Advisors to Watch 2026
Disclosure: AdvisorHub’s Advisors to Watch ranking is based on historical data evaluated from January 1, 2025, to December 31, 2025. Neither Storen Financial nor Ronnie Jackson paid any direct or indirect compensation, including entry fees, logo licensing fees, or...
Set Your Business Up for Success With a Business Tax Consultation
Why is a business tax consultation important? A business tax consultation can be a game-changer for any business owner. Gaining a firm understanding of tax strategies, entity selection, projections, estimated payments, and allowed deductions can be highly...