Upcoming events

5.17.17 Transition To Retirement - a town hall meeting

Are you about to retire?  

Do you have Questions or Concerns?

retirement

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.

Eventbrite-click-to-book


6.19.17 Tim Groves 20th Annual Golf Outing

tgm-golf

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

 

Registration
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