Upcoming events

32nd Annual CLE Update 12.13.19

Friday, December 13, 2019 • 7:00 am - 5:30 pm
LaMalfa Centre • 5783 Heisley Road, Mentor, OH 44060

3 Judges · 9 Speakers · 8 hours of Accredited CLE  ·  2.5 hours Professionalism

Time | Registration & Breakfast 7:00 am - 7:45 am
Place | LaMalfa Conference Center - 5783 Heisley Road, Mentor, OH
Tuition | $225 in advance or $285 at the door, if space is still available.
(Includes breakfast, lunch, and all materials.)

Host by Carver Financial and DiCello Levitt Gutzler.

For questions, please email Kelley.Drumm@raymondjames.com or call (440) 974-0808. Visit the CLE Update event page for more information, to register and to pay online:



24th Annual Resources Breakfast 1.11.20

La Malfa Center • 5783 Heisley Rd. Mentor, OH

Carver Financial Resource Breakfast

Join us for a fun and informative morning to learn more about what resources are available for you and your family from Carver Financial and Raymond James. Plus, 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.


  • Tax & Legislative Update - Changes for 2020
  • Cyber Security Update and how to protect yourself
  • New Technology & Resources from Raymond James for you


Jodi Perry, President, Independent Contractor Division
Raymond James Financial Services

Jason Mayor, Senior Manager IT Security
Raymond James Financial Services


Saturday, January 11, 2020
Registration Check-in & Breakfast 8:00 am
Presentation 9:00 am

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.

VIP Winter Spa Getaway

January 23 – 27, 2020


Join us for a VIP Experience. Unwind like a true Rock Star this January for our exclusive VIP Winter Spa Getaway at the Seminole Hard Rock Hotel & Casino in Hollywood, Florida.

The Seminole Hardrock Hotel & Casino features 14 Award-Winning Restaurants and 11 Bars – a 42,000 square foot SPA offering the definition of tranquility with massages, facials, aromatherapy and wellness programs. The Oasis, a 13- acre pool complex includes private cabanas equipped with everything you need, including a 12-person jet spa. Enjoy water activities at 2 manmade beaches with a lagoon for kayaking and paddleboarding.

There is a 24-hour Casino with 3000 slots, 193 table games and a Poker Room with 46 tables - a Beach Club, Night Club, Day Club, Comedy Club Arena with top acts, and last but not least, 21,000 square feet of high-end retail stores! TRULY SOMETHING FOR EVERYONE!!


  • All suite accommodation
  • Welcome Reception and Farewell Dinner
  • Breakfast daily​

    Please Note: Resort fees, taxes and airfare are not included


SPA appointments available in the new luxury SPA, spend some time at the pools and beach! If you want to leave the luxury of your resort, the Everglades provide a unique exploring experience, take a shopping expedition to the nearby outlets or a little further to the Bal Harbour Shops. There is so much to do!


JUST $998 PER PERSON– based on double occupancy. This includes 4 nights in an amazing suite, breakfast daily, Welcome Reception and Farewell Dinner! Resort fees and taxes are not included.


This is a chance to escape the cold and enjoy a luxury Five Star – 5 Diamond Resort. Amenities include, but are not limited to- the largest swimming pool in the US (13.5 acres), gourmet dining, gaming and much more. Based on your feedback we have redesigned this trip to provide more flexibility and less expense. Whether you want to golf, shop or enjoy the SPA this will be a great chance to get away with friends and family. Christine and I, along with the Carver Team, will be hosting some special events and look forward to spending time with you. For travel questions or reservations please contact Ellen or Ann. As always the entire Carver Team is here for you!


We are holding a group block Cleveland/Ft Lauderdale roundtrip non-stop, Jan 23 – 27, 2020. If interested, please reach out to our independent Travel Advisor Ellen Connolly, contact details below. They can also help with individual travel.

For more information and pictures or to see other client trips, visit our CarverClientTrip.com website.

ELLEN CONNOLLY | 516-639-6677 | ellen.connolly@protravelinc.com
1633 Broadway, New York NY 10022

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse the services of PROTRAVEL INTERNATIONAL INC, Seminole Hard Rock Hotel & Casino, and Ellen Connolly.