SEPTEMBER 2017
HEALTHY HABITS
During the month of September, the Partnership for Food Safety Education encourages everyone to learn about the steps to take when preparing safe and healthy meals for their families.  

To find healthy recipes, food preparation tips and to learn more about food safety, click here.
EASY AS PIE
We're still holding on to the last bit of summer, but the tastes of fall are beginning to make their appearance. Bon appétit!


WHAT'S HAPPENING?
Take part in some of the upcoming events around your town!
Louisville
Enjoy arts and crafts from more than 700 artists from all across North America during the 2017 St. James Court Art Show.
October 6-8

Bowling Green
Visit the Circus Square Park during the last Saturday in September for the annual Bowling Green International Festival. 
September 30

Elizabethtown
Visit one of the Commonwealth's leading community festivals,  the Kentucky Bourbon Festival, showcasing the state's renowned industry from local distilleries to Kentucky artists and craft makers. 
September 11-17

Indianapolis
Enjoy the music from over 50 bands around town at the 16th annual Indy Jazz Fest.
September 14-23

Cincinnati
Visit downtown Newport and enjoy an authentic Oktoberfest on the riverfront at the Newport Oktoberfest. 
September 22-24

Grand Rapids
View different art all over the downtown Grand Rapids area in this year's ArtPrize.
September 20-October 8

CONGRATULATIONS 
CORNER
Congratulations to financial advisor, Colleen Abate, for her recognition as one of Louisville Business First's 40 Under 40. This achievement recognizes the professional and personal accomplishments of Louisville's 40 most up and coming young professionals.

Colleen will join the 39 other honorees at a banquet celebration later this month. Great job, Colleen!
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!


NEW FACES AT ARGI
Join us in welcoming our newest ARGI employees, Vincent Brodbeck and Josh Herman.

Both gentlemen will be joining the ARGI Tax team as Tax & Business Specialists. A warm welcome to you both!
ARGI GIVES

August was a busy month for our volunteers! 

Last month, employees from our Louisville office teamed up with Big Brothers Big Sisters to help at the Louisville Zoo's annual Brew at the Zoo. Our team helped BBBS raise $1,000!

ARGI Cincinnati employees volunteered at Habitat for Humanity, and helped build a house for a family in need. 

Great work volunteers!
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 Winter grant cycle are due October 15!
SAFELY DONATING TO DISASTER RELIEF EFFORTS 
Natural disasters like the flooding that has come after Hurricanes Harvey and Irma always create an overwhelming need for help, and a desire to provide support for those affected by the destruction. 

However, you need to be careful and consider taking steps before you contribute your financial aid to the relief effort.
  • Do your research - make sure the organization you're donating funds to is a reputable nonprofit organization. Charity Navigator has a list of top nonprofits responding to the hurricane relief effort
  • Be smart about responding to email solicitations - be skeptical of emails from organizations you have not heard of before or haven't supported in the past
  • Do not give money to hurricane victims that you do not know, especially those soliciting online - anyone alleging individual help is most likely to be part of a scam
  • If you are contacted by phone, ask the following questions: 
    • The name of the charity they represent
    • The percentage of your donation that will go to that charity
    • How much will actually go towards the hurricane relief effort
    • How much will go towards administrative costs
  • If you do choose to donate never send cash donations - for security and tax purposes, it is best to pay by check or by credit card. Also, keep record of any donations you make.
  • If you believe you've been a victim of a charity scam, contact the Federal Trade Commission to file a complaint.
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 - Grand Rapids

Friday, September 15
11:30 AM

Join us each month for a discussion on work, family and how finances play a role in women's day to day lives. 

Contact  [email protected] for more information.
What You Need to Know About Medicare - Grand Rapids

Tuesday, September 19
6:00 PM

Join us as Medicare Specialist Kelly Syren discusses issues such as Medicare basics, enrollment and coverage options.

Register today! or contact [email protected] for more information.
ARGI E-town Open House

Thursday, September 21
4:00 - 7:00 PM

Join us as we celebrate the opening of our new ARGI office in Elizabethtown. Stop by any time to meet the team, enjoy food & drinks, and visit the new space.

1690 Ring Road, Suite 110
Elizabethtown, KY 42701
INVESTMENT NEWS
from the desk of Clay Keeley

·   U.S. stocks rallied in the last week of August to end the month in positive territory 

 
READ MORE...
 
ARTICLE: Getting (Mentally) Ready to Retire
A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these worries?

READ MORE...
GET TO KNOW  THE ARGI TEAM
Colleen Abate
Financial Advisor
Louisville, KY
Describe your role at ARGI in less than two sentences:   As a financial advisor, I help our clients on their path to their individual financial goals. Most importantly, I feel I get to know my clients beyond their financial portfolios, and truly be a part of their life journey.
 
Do you have a nickname? Not as an adult, but I had about 10 as a child. 
 
Hometown: Louisville
 
Motto/mantra/favorite quote? "People will forget what you said, people will forget what you did, but people will never forget how you made them feel" (Maya Angelou)
 
Where is your favorite place to vacation? My first choice would actually be to go somewhere new!

What is your favorite hobby?   Reading a book on a hammock. 
 
What is the best book you have ever read?  To Kill a Mockingbird.

Are you involved with any charities or non-profits? I chair the board of Shively Area Ministries, where we provide assistance to individuals and families in need. I am also on the board of the World Affairs Council of Kentucky and Indiana and an active volunteer with my church.

Number one thing on your bucket list? Climb Mount Kilimanjaro

What would you do (for a career) if you weren't doing this? Cultural anthropologist

If you could do another job for just one day, what would it be? Astronaut
 
What would you most like to tell yourself at age 13?  Relax and enjoy everything as it comes
How do you define success? Knowing what is important to you and doing everything in your power to achieve that.
 

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.