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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 work to eliminate the risk of costly, avoidable mistakes and the unnecessary time wasted trying to fix them. That’s why we have created multiple opportunities for any stage of life, whether you’re a young person starting to build wealth, a future retiree, a business owner, or just someone who values growing your financial knowledge. Our goal is for you to walk away from our events with best practices, action steps, and the tools you need to strive toward success.

2025 Events

January

  • 1/21 – Cyber Security Awareness
  • 1/21 – QuickBooks Online Workshop

February

  • 2/6 – QuickBooks Online Workshop
  • 2/20 – Medicare General Enrollment Details

April

  • 4/22 – Millennials and the Need for Financial Planning

May

  • 5/22 – The Trifecta of IRA Tax Planning

June

  • 6/18 – Business Resources

July

  • 7/22 – Tax-Smart Distribution Strategies for Retirement
  • 7/24 – Intro to QuickBooks Online

August

  • 8/21 – Business Resources

September

  • 9/8 – Understanding Your Financials
  • 9/18 – The Basics of Social Security

October

  • 10/14 – Family Binder Workshop
  • 10/16 – Family Binder Workshop
  • 10/21 – Intro to QuickBooks Online

November

  • 11/13 – Medicare Open Enrollment Details
  • 11/18 – Understanding Your Financials

December

  • 12/2 – Zionsville Chamber First Tuesday

 

Interested in registering or learning more about these events? Click here to visit our Events page and access our Events Calendar.

 

Blog by Erika McCloud – Communications & Operations Director

Learn more about Erika and the rest of the Storen Financial team here.