Upcoming events

31st Annual Accredited CLE Update 12.14.18

Carver Financial Services 31st Annual Accredited CLE Update

Friday, December 14, 2018

Scheduled speakers include, but not limited to:

  • Judge Eugene Lucci - Lake County Court of Common Pleas
  • Judge John O'Donnell - Lake County Court of Common Pleas
  • Scott R. Stefl, Attorney
  • Peggy Foley Jones, ESQ.
  • Patti Arvin, CLU, ChFC
  • Mark Abramowitz. ESQ.
  • Randy Carver, RJFS Registered Principal

Details:

  • Friday December 14, 2018
  • Registration: 7:00 am - 8:00 am
  • Presentation: 8:00 am - 5:00 pm
  • Cost: Tuition will be $225.00 in advance - $285.00 at the door, if space is available
  • Includes Breakfast, lunch and all materials
  • This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 8.00 total CLE hours of instruction (5.5 general and 2.5 professional conduct)

WHERE: La Malfa Center • 5783 Heisley Rd. Mentor, OH

For questions or to register call: 440-974-0808

Securities offered through Raymond James Financial Services, Inc. (Member FINRA/SIPC). Investment advisory services are
offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services, Inc. is not a registered broker/
dealer and is independent of Raymond James Financial Services. The opinions & services of the speakers and entities at the
event are independent of Raymond James.


23rd Annual Resources Breakfast 1.12.19

WHAT DOES IT ALL MEAN FOR YOU?

Join us for a fun and informative morning to learn more about what resources are available for you and your family and to hear our perspective on current events. This event will provide you with a wealth of information on resources, cyber security, new technology and much more. There is neither a cost nor any obligation to join us for breakfast, however, due to limited space reservations are required. You are encouraged to invite family and friends – whether they are clients or not – for this very important and timely event.

Topics Covered:
• Tax & Legislative Update - Changes for 2019
• New Technology & Resources from Raymond James
• Carver Financial Services Inc. Planning update
• Special Guest Speaker: Frank McAleer - Senior Vice President, Wealth, Retirement and Portfolio Solutions, Raymond James

WHEN: SATURDAY, JANUARY 12TH, 2019

WHERE: La Malfa Center • 5783 Heisley Rd. Mentor, OH
Registration & Breakfast 8:00 am • Presentation 9:00 am

Due to limited seating reservations are required. Please RSVP via phone (440) 974-0808 or email: carverfinancialservices@raymondjames.com


EATON EMPLOYEE'S NIGHT OUT 2.12.19

SAVE THE DATE

Join us for wine, beer & heavy hors d’oeuvres while you meet with old friends and make new ones.
This event is open to any past or present employee of Eaton, whether or not they are a client of Carver Financial.

FEBRUARY 12, 2019

7:00 pm

MENTOR HARBOR YACHT CLUB
5330 Coronada Drive

Mentor OH 44060

You are encouraged to invite past or present co-workers to this special event. There is neither a cost nor any obligation to attend.


AVERY EMPLOYEE’S NIGHT OUT 2.19.19

SAVE THE DATE

Join us for wine, beer & heavy hors d’oeuvres while you meet with old friends and make new ones.
This event is open to any past or present employee of Avery, whether or not they are a client of Carver Financial.

FEBRUARY 19, 2019

7:00 pm

MENTOR HARBOR YACHT CLUB
5330 Coronada Drive

Mentor OH 44060

You are encouraged to invite past or present co-workers to this special event. There is neither a cost nor any obligation to attend.


Personal Security in Uncertain Times: Navy SEAL John Choate 3.20.19

Personal Security in Uncertain Times
How to keep yourself and those you care about safe

An exclusive event with Navy Seal John Choate

Recent events have highlighted how personal security awareness is essential in the 21st century. Proper personal security starts with an understanding of basic security principles, and ultimately results in a Security Awareness mindset – which is referred to as SA-720TM. This exclusive event will enable you to learn from decorated Navy SEAL John Choate s how to protect yourself and your loved ones while developing a Security Awareness mindset.

Topics Covered:
• Understand the difference between safety and security
• Skills to develop your own security awareness
• The global and U.S. security environment
• Understand the processes of quantitative Security & Vulnerability Assessments (SA/VA)

WHEN: WEDNESDAY, MARCH 20, 2019

WHERE: La Malfa Center • 5783 Heisley Rd. Mentor, OH
Presentation 7:00 pm

There is neither a cost nor any obligation to attend this exclusive event. You are encouraged to invite family and friends. Due to limited seating reservations are required. Please RSVP here, via phone (440) 974-0808 or email: carverfinancialservices@raymondjames.com

John Choate

John Choate is the managing director of SA-720TM, a consulting firm providing training and strategic planning based on principles derived from the U.S. Special Operations community.  SA-720™ provides  specialized security services and training to U.S. and foreign government entities, multinational corporations and select individuals.

John began his professional career as a naval officer in the SEAL teams. Following completion of SEAL training as the officer-in-charge of class 218, he spent the next 12 years in both active and reserve billets deploying overseas in support of national security objectives. In addition to receiving various personal awards for classified special operations, his teams have received numerous distinguished awards including three Navy Unit Commendation medals, two Meritorious Unit Commendation medals, and the Presidential Unit Citation personally awarded to his SEAL platoon by the President of the United States.

In 2016, John was recruited to serve as the Executive Director of Security for the Wynn Resorts in Las Vegas with responsibility for designing, implementing and managing a state-of-the-art security system comprised of over 400 personnel and a myriad technologies.

John’s professional experience is backed with a B.S. in History from the United States Naval Academy, as well as an M.A. in National Security Studies from California State University. He also holds an MBA from Columbia University (finance) and an MBA from London Business School (strategy), as well as a Certificate in Hotel Revenue Management from Cornell University.