Upcoming events

3.29.17 Froglogic

EMBRACING FEAR - LIVE WITH PURPOSE -SELF CONFIDENCE - TEAM LIFEaudiohopperdavidbrutherfordfroglogicthumb

Get on the registration list now for Froglogic with David Rutherford, a Behavior Training Specialist and a Navy SEAL who served for 8 years in the Naval Special Warfare Community.  David participated in thousands of high risk training evolution's and conducted clandestine operations in the Middle East.  Using his experiences he began motivating audiences and individuals to send his message of building self-confidence and committing to living the Team Life.  This is a great event to bring children to!

David Rutherford ignites his audiences’ desire to create change within themselves and their organization. His high energy, high impact style of speaking is reflective of his Navy SEAL training and operational experiences. His real world stories demon-strate that a total commitment to living a team life guarantees “mission success” in any environment.

*David Rutherford is not affiliated with Raymond James

Times:  Breakfast 8:30 AM or Evening Pasta Bar 7:00 PM

Place: LaMalfa Conference Center – Heisley Rd., Mentor OH


5.17.17 Transition To Retirement - a town hall meeting

Are you about to retire?  

Do you have Questions or Concerns?


Many people spend more time planning their next vacation than their retirement.  You're invited to join us for a fun and informative town hall meeting to learn about how to plan for the retirement you want and to make the transition.

Topics to include, but not limited to:

  • How much do I need to retire? - Can I afford to retire?
  • Pensions versus Lump Sum - which is better?
  • Rollovers and Retirement Income
  • Tax Efficient Distributions
  • Health Care Costs & Consideration in Retirement
  • Medicare, Social Security and other Benefits
  • Retirement Travel and the best places to live

Wednesday May 17, 2017

La Malfa Center - Heisley Road Mentor, Ohio

Time: 7:00 PM (Light dinner served)

There is neither a cost nor any obligation; however due to limited space reservations are requested.


6.19.17 Tim Groves 20th Annual Golf Outing


We will be holding our 20th Annual Tim Groves memorial Golf Outing on June 19th, 2017 at Fowler's Mills Golf Course in Chesterland.  Fowler's mills is a golf facility recently ranked by Golf Digest (2011) as the 2nd Best Public Course in the State of Ohio and 16th Best Course Overall (Public & Private courses).

We invite you and some friends to join us.  We once again are proud to raise profits for six well-deserving charity organizations: Rotary National Bone Marrow Donor Program, Crossroads, Cleveland Ronald McDonald House, Magnolia Clubhouse and Big Brothers & Big Sisters of Northeast Ohio.

Please call the office at 440-974-0808 for registration information or email CarverFinancialServices@RaymondJames.com

Tim Groves Memorial Golf Outing

20th Annual Charity Golf Outing  

Monday June 19, 2017


Foursome $400.00 before 4/20 / $500 after  
Individual Golfer $110 before 4/20 / $135 after  
Bring a guest to dinner $50 before 4/1/17 $55.00 after 
Fowler's Mills Golf Course 13095 Rockhaven Rd. Chesterland, OH 44026  
Make checks payable to: Tim Groves Memorial Golf Outing - 7473 Center St. Mentor, OH 44060


Outing Format : 18 hold four person scramble - Includes swag bag for each golfer - Lunch, Steak dinner and refreshments - Skill Shots - Prizes for Champions, runner ups - Raffle Drawing
Anticipated Prizes Include
2 tickets to the Master - Monday Practice round   -  2017 Cadillac  --  Golf Vacation and much more!!
*Raymond James is not affiliated with Rotary National Bone Marrow Donor Program, 
Crossroads, Cleveland Ronald McDonald House, Magnolia Clubhouse and Big Brothers & Big Sisters of Northeast Ohio