April 2023 Newsletter

Make Every Day Earth Day

Earth Day this year is April 22. The day is a reminder of the need to invest in our planet. There’s never been a more critical time to address the increasing effects of climate change. While it’s helpful to have an international day where we commit to making the planet better, we can work to improve the environment all year long. Here are some simple ways you can help.

  • Reduce, reuse and recycle. Cut down on what you throw away. Follow the three “R’s” to conserve natural resources and landfill space.
  • Volunteer. Volunteer for cleanups in your community. 
  • Educate. When you further your own education, you help others understand the importance and value of our natural resources.
  • Conserve water. The less water you use, the less runoff and wastewater that eventually ends up in the ocean.
  • Choose sustainable. Learn how to make smart seafood choices at www.fishwatch.gov.
  • Shop wisely. Buy less plastic and bring a reusable shopping bag.
  • Use long-lasting light bulbs. Energy efficient light bulbs reduce greenhouse gas emissions. Also turn off the lights when you leave a room.
  • Plant a tree. Trees provide food and oxygen. They help save energy, clean the air and combat climate change.
  • Don’t send chemicals into our waterways. Choose non-toxic cleaning chemicals in the home and office.
  • Bike more. Drive less.

Axiom Updates

Family Business Center Summit 

Our team members attended UofL’s 2023 Family Business Center Summit, an annual event sponsored by Axiom. This year’s theme was “Future Ready Families: What Happens When Everything Changes.” CEO Vaughan Scott served as moderator, leading the discussion with well-known futurist Dr. Nat Irvin and his wife, Chandra. As parents, they inspired their multi-talented family to help launch Wondaland Arts Society, a global community for storytellers in film, music, fashion and literature. The parents always supported their three children by encouraging them to follow their own paths. While all have independent businesses, they actively seek ways to work together as a family. Their collaboration is successful because they also take time to do things together where there’s no discussion of work. As Nat stressed—at the end of the day, even with chatbots—human connectivity is among the most highly valued experiences we can have. 

Wishes Really Do Come True

Craig Peterhansen is a former board chairman for the Kentucky/Indiana chapter of Make-A-Wish. He and his wife, Pam, have since moved to Mississippi, where they continue their amazing work with the nonprofit, a cause that Axiom enthusiastically supports. For Craig, the true pleasure in volunteering comes from meeting a child in need and providing that child with hope and joy, by making their wish come true. To read more about the special wishes Craig has brought to life, click here.

Top-Of-The-Line Tools

Axiom Financial Consultant Sarah Black and Financial Advisor Michelle Konkle traveled to Nashville for advanced training about Money Guide Elite, the financial planning software we use. The hands-on lab focused on updates to the tool, dialogue around best practices and innovative planning concepts. Participants worked together using mock plans, affording a great opportunity to see different ideas and insights based on the same client profiles. They also delved into risk management and viewed new tools for life and LTC insurance. By staying up to date on this product, our advisors are able to provide clients with a more holistic view of their financial well-being. 

Leadership Southern Indiana Breakfast Series

The Leadership Indiana Breakfast Series is sponsored by Axiom. Its March session featured Heather Jackson, CEO of iXplore. Keeping with the theme of women working in male-dominated industries, Heather spoke about ways to empower others, free your voice and move forward. She also endorses the acronym “CUBSP”, which stands for Control, Understanding, Belonging, Special and Potential—concepts Heather uses when coaching others how to work toward achieving their goals.

News You Can Use

Understanding FDIC Insurance

In the wake of the Silicon Valley Bank failure, many people are talking about how FDIC insurance works and how it protects your money. Here’s some timely information that will give you a better understanding of the Federal Deposit Insurance Corporation.

Boost Your Retirement Savings in 2023

Don’t forget that the amount you can contribute to your retirement savings has increased this year.The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan has been increased to $22,500, up from $20,500. Go here to read why it’s a good idea to start taking advantage of this right now.

April 14th
YP1si 360° Tour: A View of Economic Development in Southern Indiana

An opportunity for young professionals to connect with community leaders and acquire a deeper understanding of regional growth. Agenda features tours of local businesses and access to high-level speakers. Registration includes lunch and transportation. Open to One Southern Indiana members and non-members. Click here for info. 

Gearing Up for Derby

PNC Tour de Lou
The Derby Festival’s annual cycling experience, the PNC Tour de Lou, is a unique way to tour Louisville on two wheels and celebrates its 10th year in 2023. The event has moved to a Sunday, and cyclists will once again have the opportunity to ride through the home of the Kentucky Derby. In addition, the course encompasses two states–Kentucky and Indiana. Participants will also be able to bike virtually. The event is for riders of all levels of experience. April 16 at 8 a.m. Go here for more info.

Thunder Over Louisville
“Thunder” is the nation’s largest annual fireworks event, and it’s free to the public with the purchase of a 2022 Pegasus Pin – thanks to the generous support of sponsors. All of Waterfront Park is open and offers public viewing. On the Indiana side, the area between the Clark and Kennedy bridges will be limited. To accommodate crowds, more viewing areas have been developed between Fort and Pearl Street on Riverside Drive, east of the Kennedy bridge. April 22. Activities all day. Fireworks start at 9:30 p.m. See more here. 

Great Balloon Glow
One of the most anticipated events of balloon race weekend is the Kentucky Derby Festival Great Balloon Glow. This is a companion event to the race, where the balloons on the field do not ascend. When the pilots fire their burners, watch as the balloons glow against the night sky, synchronized to a special musical score. You’re free to walk around the field and talk to the pilots, as they have more time to show off their balloons than on race morning. April 28 at 8 p.m. on the Waterfront. Click here for details.  

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