Join us as a Panel of Experts discuss important issues facing the 50+ community. Moderated by Grand Tapestry’s Community Manager, Debbie Evers, the panel includes speakers Jerry Shiles, Eunice Khoury and Damon King. This Program will benefit you as a parent, grandparent, adult child taking care of parents or care giver to a loved one. This Program is free and open to the public.
Mr. Shiles is a Member and Fellow of the American Academy of Estate Planning Attorneys, and a Member of the National Academy of Elder Law Attorneys, the Oklahoma City Tax Lawyers Group, the Planned Giving Counsel of Oklahoma, the Oklahoma City Estate Planning Council, and the Trusts & Estates Sections of the American, Oklahoma, and Nevada Bar Associations. He has been recognized as an AVVO Top Attorney-Elder Law, a Certified Veterans Affairs Attorney, a Five Star Wealth Manager, and an Oklahoma Top Rated Attorney.
He is licensed to practice law in Oklahoma, Nevada, and the District of Columbia, as well as before numerous courts, including the U.S. Supreme Court, the U.S. Court of Appeals for the 9th, 10th and Federal Circuits, the Federal District Courts of Nevada, Oklahoma and Washington, D.C., and the U.S. Tax Court. Mr. Shiles is a retired colonel and active in his community.
Dunice Khoury has been an Independent Insurance Agent since 1989 and is licensed in Oklahoma, Arkansas, Kansas and Texas. Eunice specializes in Medicare, Long-Term Care Planning and Retirement Planning. If you have not prepared yourself for the life events like illness, retirement living/assisted living costs, or just making sure you don’t outlive your money, Eunice can help!Eunice works independently, but in collaboration with attorneys and CPA’s to make sure you have a Well Preserved retirement!
Damon King is a CERTIFIED FINANCIAL PLANNER™ professional, independent Investment Advisor, insurance professional, and charitable giving advisor with ChappelWood Financial Services specializing in preservation of assets, income planning, tax efficiency, and legacy planning.
Mr. King serves families and non-profit organizations for 12 years as a charitable gift planner. Through that work, he came to believe that passing on assets, and that proper planning can solve many of the issues high net worth families experience when it comes to money.