Upcoming events

The Washington Update: 2020

An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning


Thursday, September 3, 2020
Live Stream Presentation Begins at 7:00 pm


Watch and listen (no software required): LIVE STREAM

Watch, listen AND ask questions (Zoom app required, no password needed): ZOOM CONFERENCE

Phone in to listen toll-free: 888-788-0099
MEETING ID: 967 6685 4335


Back by popular demand is Jeff Bush, from The Washington Update to provide an insider’s view of Washington. Jeff will address details of the coronavirus legislation, including how it affects individuals, small businesses, and industries. He will also discuss the legislation’s effect on other important concerns, such as the U.S. fiscal situation, U.S.-China relations, and the national election. Jeff will share his insights on the election, from the Democratic primaries and nomination through the election of the president, House, and Senate in November, providing a unique analysis of the factors likely to influence the election result, as well as the markets’ likely reaction.

Jeff does more than 300 presentations yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff frequently appears on CNBC’s Nightly Business Report and POTUS Sirius/XM Radio and was the youngest managing partner in the 150-year history of The New England Financial.

This is an exclusive presentation for our clients that you will not want to miss!

If you have questions, you may contact our office at 440-974-0808 or email us at carverfinancialservices@raymondjames.com.


About Jeff Bush

Jeff Bush

Jeff presents more than 200 times yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff frequently appears on CNBC’s Nightly Business Report, featured in various industry publications, including Investment News, and a guest on POTUS Sirius/XM Radio.

Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he was managing a $50+ billion sales organization.  Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial.

Jeff holds a bachelor’s degree in Business Administration/Management with an emphasis in Accounting, computers, and philosophy from William Jewell College.

Jeff’s dedication, forward-thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades.

Learn more about about Jeff Bush and The Washington Update.

Carver Financial Services Inc. offers securities through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and Carver Financial Services are not affiliated with Jeff Bush or The Washington Update.


Songwriter Experience


Thursday, October 21, 2020
Live Stream Presentation Begins at 7:00 pm


This is a unique opportunity to hear top songwriters in the country as they discuss and perform some of their songs. The Song Writer City experience is unlike anything else in the world – songwriters trading stories and songs. It’s very organic, real, and a glimpse into the life of the songs you have heard on the radio and the artists that write them. This is a piece of the music business you cannot experience anywhere else.

Our featured performer is Jessi Alexander, who has written number one songs including – The Climb (Miley Cyrus, top worldwide hit), I Drive Your Truck (Lee Brice, CMA Song of the year), and Mine Would Be You (Blake Shelton).

This is truly an event you won’t want to miss. There is neither a cost nor any obligation to attend!


Watch and listen (no software required): LIVE STREAM


If you have questions, you may contact our office at 440-974-0808 or email us at carverfinancialservices@raymondjames.com.

About Jessi Alexander

Country siren and accomplished singer/songwriter Jessi Alexander was born in Jackson, TN, in 1972 and raised simultaneously in Memphis and Georgia. Alexander - named after outlaw country singer/songwriter and wife of Waylon Jennings, Jessi Colter - found comfort in music immediately, relying on the sounds of Motown, bluegrass, country, and rock & roll to help ease her through a problematic home life. She sang in bands throughout college, eventually dropping out to pursue music full-time, eventually finding herself in Nashville as a working backup singer and staff writer for Warner-Chappell.

In 2001, after a friend submitted a demo tape to the NARAS Grammy Showcase, Alexander, who had no prior knowledge of the submission, found herself a very surprised winner, an achievement that helped the young singer get signed to Columbia in 2003. Her debut, Honeysuckle Sweet was released in March 2005.

Carver Financial Services Inc. offers securities through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and Carver Financial Services are not affiliated with Jessi Alexander.


Dalmatian Coast Client Trip

September 2 - 9, 2021

Venice is the perfect starting point for our voyage through the Adriatic Sea to Corfu, Greece and back on the luxurious Silversea Silver Moon (launching August 2020). More than 20 years ago, we began inviting clients to join us and other like-minded people on trips to exciting destinations around the world. This one includes one of the hottest spots - Croatia! All trips are open to our clients, their friends and family. Our Silversea Privilege Fares include economy class airfare from most U.S. cities. Please join us for this incredible experience in September 2021.

To learn more about the dates, itinerary, ports and pricing, please visit our trip website at https://www.carverclienttrip.com/venice--greece-voyage.html

If you are interested in joining us on or just have questions, please contact Libby Lane, Affiliate of Travel Experts 770-403-1897. Please note we anticipate this trip selling out quickly, so you will want to contact Libby ASAP if you want to hold a slot.