Upcoming events

5.15.18 Transition to Retirement A Town Hall Meeting

Are you planning on retiring in the next 5 years?    Do you have questions or concerns?

We will be holding a town hall meeting for transitioning to retirement.  This event is for those who are within 5 years of retirement and will be held on May 15th 2018.This is a topic specifically for pre-retirees.

Topics to include, but not be limited to:
• How much do I need to retire - can I afford to retire?
• Pension versus Lump Sum which is better?
• Rollover Education and Retirement Income
• Tax Efficient Distributions
• Health Care Cost & Consideration in Retirement
• Medicare, Social Security and other Benefits

TUESDAY MAY 15th, 2018
LaMalfa Center | 5783 Heisley Rd., Mentor, OH

You are encouraged to invite friends or co-workers who are also nearing retirement.  There is neither a cost nor any obligation to attend, however, due to limited space reservations are requested.

To RSVP please contact our office (440) 974-0808 or email us at
carverfinancialservices.com. Or simply click link to register



6.18.18 21st Annual Tim Groves Memorial Golf Outing

21st Annual Charity Golf Outing
Monday, June 18, 2018
Fowler’s Mill Golf Course
13095 Rockhaven Road Chesterland, Ohio 44026

Fowler’s Mill is a golf facility that lies on acres of scenic country in Chesterland, Ohio. Prepare yourself for an unparalleled for golfers of any skill level to play, and will picturesque backdrop. 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), Fowler’s Mill is considered one of the best public courses in the country.

Foursome ($425 before 4/20, $525 after)
Individual golfer ($115 before 4/20, $140 after)
Bring a guest to dinner ($50 before 4/20, $55 after)

The focus of this event is to raise money for six well-deserving charity organizations: Rotary National Marrow Donor Program, Crossroads, Cleveland Ronald McDonald House, Lake County Council on Aging, Magnolia Clubhouse, and Big Brothers & Big Sisters of Northeast Ohio.

Call the office at 440-974-0808 for more information on this years event.