October 2017
HEALTHY HABITS
The CDC has great tips to stay healthy this holiday season. 
1. Take Steps to Prevent the Flu
2. Test & Replace Batteries
EASY AS PIE


The holiday season is upon us! Check out these festive fall recipes. Bon appétit!

Pumpkin Turkey Chili


NEW FACES AT ARGI
Join us in welcoming our newest ARGI employees, Barbara Passafiume, Jeff Graf,Shannon Jenkins, and Kevin Boddy!

Barbara - Risk Management Team

Jeff - Retirement Plan Services Team

Shannon - Business Services Team

Kevin - Investment Team

ARGI GIVES

October is Breast Cancer Awareness month! Join us at a walk near you:

October 28- Making Strides Breast Cancer Walk

October 28- Pink in the Park
 
October 28- Making Strides Breast Cancer Walk
 
October 21- Ma king Strides Breast Cancer Walk

           
October 21- Making Strides Breast Cancer Walk

UPCOMING EVENTS
Indianapolis Teachers Retirement Workshop Series
Presented by Rob Curry, CFP®

2:00 PM

All workshops are held at the Indianapolis office: 5750 Castle Creek Parkway North Drive, Suite 170. 

Contact  PatKillman@argi.net for more information.
Celebrate the Holidays with ARGI
Meet members of our team, enjoy holiday snacks, and get your photo taken with Santa!

BOWLING GREEN | THURSDAY, 11/30
4:00-7:00 PM
1048 Ashley Street, Suite 301 
Bowling Green, KY 42104 

LOUISVILLE | THURSDAY, 11/30
4:00-7:00 PM
2110 High Wickham Place
Louisville, KY 40245

INVESTMENT NEWS
from the desk of Clay Keeley
MARKET RECAP* U.S. stocks climbed to new highs in September outperforming all other asset classes. The S&P 500 finished the month up 2.06% pushing the index up 14.24% year-to-date. THIRD QUARTER Top Sectors: Technology (+8.6%), Energy & Telecom (+6.8%) Bottom Sectors: Consumer Staples (-1.3%), Healthcare (+ 3.7)
ARTICLE:  Healthcare costs are cutting into retirement preparations
You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives.
In fact, Fidelity Investments now projects this cost at $275,000, up 70% from its initial estimate in 2002. The effort to prepare for these potential expenses is changing the big picture of  retirement planning.   

READ MORE...
GET TO KNOW  THE ARGI TEAM
Dave Zimmerman
Business & Personal Advisor
Louisville, KY

Describe your role at ARGI in less than two sentences:
Responsible for leading our Risk Management division and our Exit Planning division.
 
Do you have a nickname?  Dave
 
Hometown:  Born in Schenectady, N.Y. My roots are primarily in Lancaster, Pa.
 
Motto/manta/favorite quote? "Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan Press On! has solved and always will solve the problems of the human race." - Calvin Coolidge

What is the greatest challenge you have had to overcome in your life thus far?  Starting a new career in financial services with 3 children and triplets that arrived 5 months after the career began.

Where is your favorite place to vacation? Italy

What is your favorite hobby? Golf
 
What is the best book you have ever read? Hamilton

Number one thing on your bucket list? Traveling

What would you do (for a career) if you weren't doing this? I would have continued on with my career coaching football.

If you could do another job for just one day, what would it be? Be a Head Football Coach for an NFL football team.

What would you most like to tell yourself at age 13?  Understand and develop a healthy lifestyle. Fill your life with love as a result of giving unconditionally to your family, your coworkers, your teammates, your friends, and yourself.

How do you define success? When you look back on your life, you can honestly assess your family, your loved ones, your friends, your business and social affiliations and truly believe that you have made contributions that have made the people and the organizations better because of your involvement. In addition, you have consistently recognized that our youth are the people that will be making our world a better place in the future and that you are doing everything that you can do to help them grow and prosper.

 

FINDING FINANCIAL CLARITY
866.568.9719 | WWW.ARGI.NET