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Carver Financial Services 23rd Annual Resources Breakfast

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La Malfa Center

5783 Heisley Rd.

Mentor, OH 44060

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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 Speakers: 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

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Location

La Malfa Center

5783 Heisley Rd.

Mentor, OH 44060

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