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We’re always learning something at Storen Financial.

If you’ve been following the Storen Team’s whereabouts, you likely know that each year, our entire team gathers for a half-day of company forecasts, updates, and future plans led by our Investment, Tax, Business Services, and Communications & Operations team leaders. After a tremendously busy tax season, it’s always good to regroup in order to strategize plans for the remainder of the year as well as share a few much-needed laughs.

Each of our all-team meetings have a theme that promotes collaboration, problem-solving strategies, and an overall feeling of unity within our company. This year’s theme was “Share Your Life Hacks,” with a specific focus on techniques our team members personally use on the daily to save time and money. Some of the more unique examples include using Chat GPT to generate recipes for what is left in your fridge, putting limes in your garbage disposal to freshen it, and tying a bag full of sand around your beach umbrella to keep it from blowing away. Other highlights from the day included: a review of client shoutouts that were so appreciated throughout tax season, welcoming our newest team members, and Greg’s insights on the many beneficial ways we continue to expand our services and enhance data security for our clients. 

We are continually grateful for our amazing group of professionals who make coming to work each day an engaging, positive experience. Each of them ensure that our clients are well-taken care of, which is our highest priority. Once again, we feel refreshed and ready to plunge forward into new processes, projects, and yes, fun and efficient life hacks!

 

Blog by Debbi Kuller – Chief Operating Officer

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