FEBRUARY 2018
HEALTHY LIVING
February is American Heart Month. Heart disease is the leading cause of death for both men and women in the United States. The good news is? Heart disease can often be preventable through healthy lifestyle choices. 

Read more about the American Heart Association's  Life's Simple 7  - seven steps to a longer and healthier life. 
EASY AS PIE
Bon app├ętit!



TRAVEL

Need a vacation? Join ARGI's travel group on a private tour of Switzerland and a river cruise to Amsterdam, August 14-25! 

NEW FACES AT ARGI
Join us in welcoming our three newest ARGI employees, Hannah Davis, Kyle Kursim and Emily Lykins!
 

Hannah will serve as the Receptionist and Client Service Administrator for our Elizabethtown office. 



Kyle will serve as the newest Financial Advisor in our Cincinnati office. 


Emily will serve as the  new Service Processor in our  Louisville office.

Welcome!
ARGI GIVES
 
ARGI Gives had a very active year of giving - read through our 2017 Grant recipients to learn more. 

We are now taking applications for the 2018 Spring community grant. Qualifying nonprofit organizations may apply by completing the ARGI Gives Grant Application and emailing it to ARGIgives@argi.net by March 15. 

To learn more about ARGI Gives, please click here.
UPCOMING EVENTS
Tax Reform and Your Business
Presented by Troy Hawkins, CPA, ABV & Jordan Green, J.D.

Join ARGI and local business owners for breakfast as we discuss how the Tax Cuts and Jobs could impact your business and personal tax plan.

WEDNESDAY, FEBRUARY 21, 2018
8:00AM
ARTICLE: The Market Correction

Volatility is back.
1,793 points. That is how many points the Dow went up in the first 15 trading days of January.

INVESTMENT NEWS
from the desk of Clay Keeley
MARKET RECAP*

Global stock markets continued their momentum in January, with all major global indices posting strong gains...

ARTICLE: Should We Reconsider What "Retirement" Means?
An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves as a city council member in her sixties, then opens an art studio at 70.

GET TO KNOW  THE ARGI TEAM
Jordan Green, J.D., CPA
Business & Tax Advisor
Louisville, KY

Describe your role at ARGI in less than two sentences:   I am a Tax and Business Advisor, and problem solver.

Hometown:  Louisville, KY

Where is your favorite place to vacation?  I love to travel, so any new country that I haven't previously visited.

What is your favorite hobby?  Eating. I'm also ultra-competitive, so I love playing sports and games.

What is the best book you have ever read? Freakonomics by Steven Levitt and Stephen Dubner, and  The 4-Hour Workweek by Timothy Ferriss

Are you involved with any charities or non-profits?   I'm on the Board at Jewish Family and Career Services.

Number one thing on your bucket list?Eating at every great restaurant in the world. 

What would you do for a career, if you weren't working at ARGI? Anything but practicing law at a law firm.

If you could do another job for just one day, what would it be? A general manager of a professional sports team.

What would you most like to tell yourself at age 13?    Stop hoping that you're going to hit a growth spurt, because that's not ever going to happen.

How do you define success?  Having the time and resources to do what you enjoy and what makes you happy.
 

FINDING FINANCIAL CLARITY
866.568.9719 | WWW.ARGI.NET