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Carver Financial Services

Helping you achieve your personal vision based upon your individual needs, goals and risk tolerance..

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  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Randy’s Blog
    • Raymond James Resources
    • Carver University
    • Resources for Business Owners
    • Client Access Videos
    • Client Communications
    • Seminar Material
    • Carver Financial ROKU® Channel
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1.16.27 – 31th Annual Resource Breakfast

 

31st Annual Resource Breakfast

Prepare today. Thrive tomorrow | An exclusive morning of insight, strategy, and conversation with world-renowned futurist and AI expert Jonathan Brill — built for investors, business owners, and families navigating a rapidly changing world.

Why attend:
A morning built around three things:

  1. Complimentary breakfast — Arrive at 8:00 AM to a full breakfast and time to connect with other attendees before the program starts.
  2. Practical market & AI insights — A clear-eyed look at where markets, technology, and disruption are heading, and what it means for your plan.
  3. Actionable strategies for the next 5 years — Leave with specific steps to prepare your investments, business, and family for what’s ahead.

Featured Keynote: Jonathan Brill | Business futurist · AI strategist · Bestselling author

Jonathan helps investors, business owners, and families prepare for a rapidly changing world and identify the opportunities created by disruption. Expect a candid, practical session — not a lecture on hype, but a working guide to what’s next.

Schedule

  • 8:00 AM — Check-in & breakfast: Doors open. Enjoy a complimentary breakfast and time to connect before the program begins.
  • 9:00 AM — Keynote presentation: Jonathan Brill shares market insight, AI strategy, and what to prepare for over the next five years.
  • 10:00 AM — Q&A & closing: Open floor for questions, followed by closing remarks from the Carver Financial Services team.

When:

Saturday, January 16, 2027

8:00 – 9:00 AM Registration & Breakfast | 9:00 – 10:00 AM Presentation

Where:

Mentor Fine Arts Center | 6477 Center St | Mentor, OH 44060

You can register for this free event here.

This event will be recorded for your convenience. 

There is neither a cost nor any obligation to attend this event. You are encouraged to invite family and friends.

Category: EventsTag: AI & disruption, Family wealth planning, Future-proofing your business, Market strategy

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Phone: 440.974.0808
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Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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