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Adulting 101 – Expert Panel

Adulting 101 is less than a month away!

Come for a relaxed evening with pizza & refreshments and ask our expert panel of professionals any questions you have about planning for your future!

Childcare provided!

Our Adulting 101 event will be held the evening of February 18, 2020. For more details about location & time, contact us!

John Terry, Cate, Terry & Gookins, LLC

Estate Planner

John was admitted to the Bar in 1998 and is a second generation lawyer. He is a lifelong resident of Carmel. He says that he went to all three Carmel school – Carmel Elementary, Carmel Junior High, and Carmel High School. His father worked for one of the biggest law firms in Indiana, but counseled John to strike a balance between work and life which helped drive his decision to open his own law firm. With Cate, Terry & Gookins, he is bringing his 20 years of legal experience to his home community to fulfill his father’s advice.

John regularly advise men and women, their companies and families, through the day to day and long term challenges they may encounter. John prepares simple “mom and pop” wills and trusts as well as more complicated estate documents for those that need to develop a plan to avoid or mitigate the federal estate tax. For business owners, he provides advice regarding business formation and entity selection, contract preparation and review, asset and stock sales and acquisitions, and business succession planning. The touchstone of his practice is the lasting relationships he makes with his clients.

Click HERE to learn more about John or his firm.

 

Kenny Meeks, Edward Jones

Certified Financial Planner

A word from Kenny:

“My name is Kennith Meeks. I have been a resident of this great state of Indiana for more than 30 years. I was blessed to have an opportunity to play football, meet my wife (Carrie) and graduate from the Miller College of Business at Ball State. Therefore, I lightheartedly prefer being considered a Cardinal instead of a Hoosier.

“My wife and I have three very active boys: Kayden (4), Douglas (3), and Mason (5 months)

“As someone that benefited immensely from very active members of my community while growing up, I cherish opportunities to impact the lives of others. Each day I get to help families address some of life’s most complex challenges with a vast amount of resources and the simple rule of treating others as you would like to be treated.”

Click HERE to learn more about Kennith or his company.

Mike Curran, Rider Kenley & Associates

Accountant, Manager/Partner

Mike is a longtime resident of Carmel, and Stacy has personally used Mike to help manage her finances for 7+ years. She trusts Mike so much that she referred the team to him, and now he has taken a couple of The Stacy Barry Team members on as clients.

Click HERE to learn more about Mike or his firm.

Posted on February 6th, 2020 by Jaimee Moran

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