Upcoming events

Don Connelly 3.12.20

La Malfa Center • 5783 Heisley Rd. Mentor, OH

Come hear one of the financial industry's best storytellers. This is a night not to miss!

Don will discuss more than fifty cataclysmic events beginning with the Korean War and ending with today’s issues of cyber-hacking. In all fifty-plus cases, the refrain was clear. “This time it’s different.” The reality is that it’s never different. For more than two centuries, American markets have fallen, rebounded and gone on to set new highs. To understand where we are going, it’s important to understand where we have been. You are invited to this fun, informative presentation!

* The Dow Jones Industrial Average has grown from less than 200 in 1950 to over 28,000 today, despite multiple catastrophic events that caused the media to announce, “This time it’s different.” As look forward, we continue to hear this refrain.

Join us on Thursday, March 12 at 7:00 pm

LaMalfa Center
5783 Heisley Rd. Mentor OH

There is neither a cost nor any obligation to attend this exclusive event. You are encouraged to invite family and friends, but due to limited seating, advanced reservations are required. If you have questions, feel free to contact our office at carverfinancialservice@raymondjames.com or 440-974-0808. Click below to register.

About Don Connelly
Don Connelly is perhaps the financial industry’s most successful speaker and storyteller. Don has more than 45 years’ experience in the financial services industry and has spoken with tens of thousands of investors and financial services professionals around the world. Audiences at England’s Cambridge University, Harvard and the Wharton School of Business have all benefited from his presentations and now you can too!  He has shared his wisdom and insight globally in New Zealand, Australia, Spain, Canada, England, Ireland, and South Korea just to mention a few countries.

Don was the first speaker that we had in 1987 and we are pleased to welcome him back!

* The Dow Jones Industrial Average (DJIA), commonly known as “The Dow” is an index representing 30 stock of companies maintained and reviewed by the editors of the Wall Street Journal. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Past performance does not guarantee future results.

Raymond James is not affiliated with and does not endorse the services or opinions of Don Connelly.

Healthy, Wealthy and Wise

Guest speaker Kylene Bogden, NBA Dietician

Fight Fatigue with Your Fork

  • Do you constantly ask yourself, "Why am I always so tired?"
  • What does great nutrition look like for the average person?
  • Learn about classic nutrition myths debunked
  • Take home nutrition tips for long-term health success

Join us for an informative evening with Kylene Bogden, nutritionist for the NBA and the Cleveland Cavaliers. Kylene will be discussing ways to fight fatigue with your fork to get the most out of your daily life, as well as preparing yourself physically for the future. She will examine some of the biggest pitfalls when attempting to fight fatigue and share eating strategies to help you feel your best/optimize your health.


Wednesday, May 13, 2020
LaMalfa Conference Center
5783 Heisley Road Mentor, OH 44060

Presentation 7:00 pm
Light Snacks and beverages will be provided.

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, advanced reservation is required. Please RSVP online via the Eventbrite button. You may also contact our office at 440-974-0808 or email us at carverfinancialservices@raymondjames.com.

About Kylene Bogden

Kylene Bogden is an NBA dietitian, specializing in functional nutrition, a whole-body, immune centric, approach to health and performance. Kylene specializes in food sensitivities, gut health and nutrient deficiencies as it relates to overall health.

By creating personalized fueling strategies, she has helped thousands of individuals lose weight, improve energy, and reverse chronic health issues such as joint pain, sinusitis, eczema, and irritable bowel.

Kylene has been quoted as an expert source in publications such as U.S. News and World Report, O Magazine, Time, Prevention, The Huffington Post, CBS.com and Women’s Health Magazine. Additionally, she has been invited to speak on local, regional and national levels. She is the creator of the functional sports nutrition blog: fwdfuel.com

23rd Annual Tim Groves Memorial Golf Outing

Monday, June 8th at Little Mountain Country Club

Golf Clinic with PGA Professional and TV personality Jimmy Hanlin

The 23rd Annual Tim Groves Memorial Charity Golf Outing will include an 18-hole scramble, lunch at the turn, dinner and an awards ceremony.

Prizes include a Hole-In-One contest for a brand new car, luxury vacation and other great prizes, Longest Drive and Closest To The Pin contests, in addition to prizes for the winning, runner-up and losing teams, and a 50/50 raffle drawing.

PGA Pro and TV Host Jimmy Hanlin will host a golf clinic, from 10:30 - 11:00 am, as well as a Play the Pro Shot at one of the holes to help raise money for the Rotary National Marrow Donor Program.

Our Carver Cares partner for this year's event will be Mentor Rotary's National Marrow Donor Program. We are proud to support this charity with the proceeds from our event. Thank you to our sponsors for helping us raise nearly $200,000, to date, to support charities throughout our local area.

Interested in a sponsorship or providing items for the auction? Have questions? Feel free to contact us at carverfinancialservices.com or calling 440-974-0808.


7667 Hermitage Road
Painesville, OH 44077 (map)

Dress Code

Appropriate golf attire, including collared shirts, no jeans or cargo shorts, for ladies - no short shorts


9:30 am Registration
10:30 am Golf Clinic with Jimmy Hanlin
11:00 am Shotgun Start
5:00 pm Dinner
6:00 pm Raffle & Award Ceremony


$135 Individual (Early Bird)
$500 Foursome (Early Bird)
$155 Individual
$550 Foursome
$55 Dinner (for those not golfing)

Online Registration - Now Open

Click the 9:30 am - 5:00 pm tab to register for Golf
Click the 5:00 pm - 8:00 pm tab to register for Dinner only

Early Bird Deadline April 10th!

Raymond James is not affiliated with Jimmy Hanlin or any of the listed organizations or charity. This electronic communication and all contents are sent and provided by Carver Financial Services in his individual capacity as an event sponsor, and not in the capacity of agent, representative or financial advisor of Raymond James Financial Services, Inc. and/or any and all of its affiliates, including Raymond James & Associates, Inc. and Raymond James Financial, Inc. (collectively “Raymond James”). Carver Financial Services in the golf event is independent of his activity as a financial advisor with Raymond James, and his additional use of a Raymond James email address for communications pertaining to his POSITION in the ACTIVITY is authorized. Raymond James, however, assumes no responsibility for the substance, accuracy, completeness or reliability of any content in this communication, and Raymond James' sponsorship, endorsement, association or affiliation of/with the ORGANIZATION or its activities is not implied, nor should it be inferred.

Dalmation Coast Client Trip

September 2 - 9, 2021

Venice is the perfect starting point for our voyage through the Adriatic Sea to Corfu, Greece and back on the luxurious Silversea Silver Moon (launching August 2020). More than 20 years ago, we began inviting clients to join us and other like-minded people on trips to exciting destinations around the world. This one includes one of the hottest spots - Croatia! All trips are open to our clients, their friends and family. Our Silversea Privilege Fares include economy class airfare from most U.S. cities. Please join us for this incredible experience in September 2021.

To learn more about the dates, itinerary, ports and pricing, please visit our trip website at https://www.carverclienttrip.com/venice--greece-voyage.html

If you are interested in joining us on or just have questions, please contact Libby Lane, Affiliate of Travel Experts 770-403-1897. Please note we anticipate this trip selling out quickly, so you will want to contact Libby ASAP if you want to hold a slot.