~Upcoming Seminars & Events~

 

This page is updated continually – check back often for the most up to date information.  Please call or e-mail our office for reservations or more information on any event:  (440) 974-0808  or email  randy.carver@raymondjames.com

Securities offered through Raymond James Financial Services Inc
Member FINRA /SIPC

Randy Carver, Branch Manager 
7473 Center St.  Mentor OH  44060

 

 

 

LIVE EVENTS

 

 

Wednesday September 15^th, 2010

 

Market and Economy Conference call         7:00 p.m. (eastern)

 

We will discuss the current markets, the economy and our outlook for the coming months and will take questions from participants.

 

 Call toll-free dial-in number (U.S. and Canada): (866) 415-4341

l international dial-in number: (770) 659-0448

Conference code: 5517710558

 

 

 

 

Saturday October 9, 2010

 

Annual Statements, Operations and Online Access Seminar

 

Join us for breakfast to learn how we can best serve you.  Topics will include, but not be limited to:

 

v     The online access system

v     Hard copy statement options

v     Choices for reviews in the office, on the phone and via the internet

v     Reducing your paperwork

v     Account types

 

There is neither a cost nor any obligation to attend; however, reservations are required due to limited space.  Please contact the office to RSVP or click here.

 

 

 

Wednesday November 17, 2010

 

Andrew Friedman

The View from Washington – What’s happening and what does it mean for you

 

We are proud to be hosting Andrew Friedman.   He is one of the nation’s most sought-after speakers on political and legislative developments and their likely effect on the government’s tax, fiscal, and retirement policies. 

 

Andrew  was a senior partner with the law firm of Covington & Burling in Washington, D.C., and practiced there for almost thirty years. During his tenure, he served as head of the tax group. Andrew also served as tax counsel to Major League Baseball, the National Football League, National Basketball Association, and National Hockey League.

 

 He received his bachelor degree as valedictorian from Trinity College in Hartford, Connecticut, and his law degree from the Harvard Law School. He is included in Best Lawyers in America and Chambers’ America’s Leading Lawyers for Business, which notes that “Andy’s ability to combine vast knowledge and a practical mindset permits him to convey the most complex of tax concepts in layman’s terms. He is the expert’s expert,

 

Two presentations –     4:00 p.m. & 7:00 p.m.

 

LaMalfa Holiday Inn & Confernce Center (Mentor OH)

 

There is neither a cost nor any obligation to attend; however, reservations are required due to limited space.  Please contact the office to RSVP or click here.

 

 

 

 

 

 

Available Online

 

Randy Carver : Estate Planning Basics

 

Planning for Long Term Care

 

ROTH IRA Conversion Opportunity

 

Estate Tax Repeal