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.