AUGUST 2017
HEALTHY HABITS
August is National Immunization Awareness Month, and it's not just for children! 

The National Public Health Information Coalition (NPHIC), in partnership with the Centers for Disease Control (CDC) are encouraging people of all ages to make sure they are up to date on their recommended vaccines.

EASY AS PIE
Summer is beginning to wind down, but the tastes of the season are still in full swing. Bon appétit!


WHAT'S HAPPENING?
Take part in some of the upcoming events happening around your town!
Louisville
Enjoy tastings from craft breweries, wineries and local restaurants while experiencing animal encounters at the annual Brew at the Zoo.
August 26

Bowling Green
Western Kentucky is the place to be for the rare total Solar Eclipse. Be sure to have your special eye wear for this priceless experience! 
August 21

Indianapolis
Savor the tastes of the city at Devour Indy - a two week long city wide event with more than 200 restaurants offering 3-course value priced meals.
August 21 - September 3

Cincinnati
Visit Cincinnati's 158 year old tradition, the Harvest Home Fair, full of live entertainment, food, and exhibits. 
September 7-10

Grand Rapids
Take in the delights of the city during the Annual Grand Rapids Restaurant Week.
August 9 - 20

CONGRATULATIONS 
CORNER
Learn how Jed Hayden, ARGI friend and client, transitioned from international work to beginning a Louisville practice in this Business First profile article.

Do you have a personal story, milestone, or announcement you would like to share with our readers?   Email your information and a photo to us!


ARGI GIVES

This past month our ARGI Grand Rapids team spent the day at Kids Food Basket, a local nonprofit whose mission is to defeat childhood hunger so that young people may learn and live well. 

The team prepared meals for the organization's Supper Sacks which are well-rounded and nutritious evening meals that go to 2,000-3,000 children each day. 

Great work team!
Do you know a nonprofit that may benefit from an ARGI Gives  grant? Send them our  grant application  , or let us know  by contacting 
[email protected] for more information. 

Applications for the Fall grant cycle are due August 15th!
CARING FOR AGING PARENTS

When caring for an aging parent, many different scenarios may arise. But there are steps you can take to prepare for the potentially profound cost.
  • Stay in control by developing a plan for long-term care before a crisis occurs
  • Understand the levels of care available to you and your family, and know your options for what is needed
  • Protect family resources by assessing Medicare, Medicaid, Veterans  and Long-Term Care benefits

If you have further questions regarding how to care for your loved ones, have an in depth conversation with your personal financial advisor.
UPCOMING EVENTS
Indianapolis Teachers Retirement Workshop Series
Presented by Rob Curry, CFP®

4:30 PM

2:00 PM

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

Contact  [email protected] for more information.
Women and Wealth Brunch

Friday, September 15
11:30 AM

Join fellow ARGI women each month for a discussion on work, family and how finances play a role in our day to day lives. 

Contact  [email protected] for more information.
INVESTMENT NEWS
from the desk of Clay Keeley

·   U.S. stocks continued to
 exhibit  positive performance in  July
     ·  The S&P 500 has now gone a full year without a 5% pullback
·  The S&P 500 finished the month with a positive 2.1% gain, with all 11 sectors ending with positive returns

ARTICLE: Having the Money Talk with Your Children
Some young adults manage to acquire a fair amount of financial literacy.

In the classroom or the workplace, they learn a great deal about financial principles. Others lack such knowledge and learn money lessons by paying, to reference William Blake, "the price of experience."

READ MORE...
GET TO KNOW  THE ARGI TEAM
Denise Bright
Chief Operations Officer
Louisville, KY
Describe your role at ARGI in less than two sentences:   I oversee the operations of the company, bringing together the right people and resources to support the day-to-day functions of the organization. I try to develop others so they can succeed and the firm can continue to thrive.
 
Do you have a nickname? At work, D. In my family, Necie.
 
Hometown: The Ville - born and raised.
 
Motto/manta/favorite quote? You cannot change or control others actions, you can only control your reaction.

What is the greatest challenge you have had to overcome in your life thus far?   Probably the challenge of being a single mom for my son's first 2-3 years. Fortunately, I ended up finding a wonderful man who adopted him and has been an awesome father to him and our two girls.
 
Where is your favorite place to vacation? There's only a handful of places I've gone to more than once. I like to switch it up - from big cities like NY and Chicago to beaches in Florida, or enjoying nature in places like the Smokey Mountains.

What is your favorite hobby? A new favorite hobby is playing darts. The older I get, the less coordinated I seem to be; but, I believe I've found something I'm pretty decent at!
 
What is the best book you have ever read? I loved The Alchemist and To Kill a Mockingbird.

Are you involved with any charities or non-profits? Most of my involvement has come through ARGI participation in various charitable events. I've participated in the Polar Plunge for the last 4 years to raise money for Special Olympics. We make a party out of it every year.

Number one thing on your bucket list? Going to Greece.

What would you do (for a career) if you weren't doing this? House-flipping. I love both interior designing and landscaping - and making money doing it would be a bonus!

If you could do another job for just one day, what would it be? A sports writer assigned to covering the Dallas Cowboys.
 
What would you most like to tell yourself at age 13? Learn from every experience you have in life - the good and the bad and things will all turn out well in the end.
How do you define success? Knowing I'm contributing to someone else's growth.
 

FINDING FINANCIAL CLARITY
866.568.9719 | WWW.ARGI.NET

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All Are affiliates of ARGI Financial Group.