Time & Location

Time & Date:
Every Tuesday from 7am until 8:31am

Location:
Paradigm Financial Group, Inc
120 Arrandale Blvd. Exton, PA 19341
Click here for the map

Le Tip Le News

LeTip Chester County East met on Tuesday, November 17, 2015 at the Wyndham Garden Hotel in Exton, PA. We were joined by a guest representing holistic health and design.

Our speaker was Jenny Hadler, representing marketing specialties with Adelfi Promotions (This email address is being protected from spambots. You need JavaScript enabled to view it.). Jenny recommends advertising via promotional products, because they don't have at time limit like other forms of advertising. Promotional items increase brand recognition through repeated exposure, especially if a business invests in everyday items like pens, apparel, mugs and cups, etc. Everyone likes to receive something for free, so it can be very helpful to have these types of free items to give to potential customers and/or to reward great clients. Businesses may want to increase their use of promotional products during the holiday season, perhaps personalizing bottles of wine or other special gifts. Jenny has lots of ideas and can help you to search for the perfect items to get a business into the hands (literally) of as many people as possible.

LeTip Chester County East met on Tuesday, October 27, 2015 at the Wyndham Garden Hotel in Exton, PA. We welcome two new members: travel agent Jennifer Canfield-Clark (This email address is being protected from spambots. You need JavaScript enabled to view it.) and flooring contractor Zac Mento (This email address is being protected from spambots. You need JavaScript enabled to view it.).

Our showboater was Claudia Roemer from Ceiba Baskets and Gifts (website under construction). She displayed an example of a Halloween gift basket for a family. There were food and gift items for both adults and kids, with several items that would become keepsakes after the edible contents were consumed. Claudia aims to provide unique and enjoyable gifts for any occasion, working with a variety of price points.

Our speaker was our payroll specialist, Jacky Wilson (This email address is being protected from spambots. You need JavaScript enabled to view it.). She began working at ADP three years ago and is currently a Senior District Manager. ADP is a $10 million payroll company, paying one in five Americans. Jacky personally works with small businesses that have between 1 and 100 employees. She can work with larger companies, and she will then joins force with another ADP representative. Jacky told us that ADP is really a Human Resource company, with payroll being only 10% of what they do. ADP helps employers to create job descriptions, provide help desk answers, perform background checks, provide HR tool kits (for hiring, firing, and disciplining employees), and composing employee handbooks and other important documents. The ADP software integrates with QuickBooks, which helps many employers. Contact Jacky to find out how ADP can help your business.

LeTip Chester County East met on Tuesday, October 20, 2015 at the Wyndham Garden Hotel in Exton, PA. We welcome new member Mike Dobbyn, our financial advisor. We were also joined by guests representing the categories of travel agent and flooring contractor.

Our showboater was our payroll specialist, Jacky Wilson with ADP (This email address is being protected from spambots. You need JavaScript enabled to view it.). She had information available about the different services that ADP provides. She also showed us what the computer program would look like from the customer's perspective and explained how easy it would be to add new employees directly. Jacky makes excellent use of technology to make the payroll process as easy as possible.

Our speaker was our property and casualty insurance agent, Mike Hoopes (This email address is being protected from spambots. You need JavaScript enabled to view it.).  Mike has worked with the Chester Springs Insurance Group since 2011. He writes policies primarily with Farmers Insurance, but he also has connections that allow him to get policies with other carriers as well. Mike is able to write both residential and commercial insurance policies. He has a strong belief in what he does, which is protecting people in their times of loss. Mike strives to find the right balance between cost and coverage. He warned us that people who shop for the cheapest price may be buying a policy that won't cover them adequately. Ultimately, Mike provides a personal touch--he is YOUR agent, not just a random voice on the phone.

LeTip Chester County East met on Tuesday, October 6, 2015 at the Wyndham Garden Hotel in Exton, PA. We were joined by guests: a travel agent and an attorney.
 
Our showboater was our new banker, Matt Simmers from First Niagara (This email address is being protected from spambots. You need JavaScript enabled to view it.). He displayed brochures that explain some of the bank's offerings in more detail. Matt also talked about being able to do on-site presentations for businesses to encourage employees to sign up with First Niagara. This can be a great time-saver for busy companies! Contact Matt to find out how First Niagara can help to meet the banking needs of both individuals and businesses.
 
Our speaker was Dave Kozak, our life, health, and disability insurance specialist at Chester Springs Insurance Group (This email address is being protected from spambots. You need JavaScript enabled to view it.). Dave spoke with us about different types of life insurance policies: term, whole-life, and trusts. He spoke of term insurance as basically being coverage for a person's mortgage and possibly other expenses. Term insurance pays only when the policyholder has died. With a whole-life policy, however, the policyholder has ways that they can benefit from the policy during their lifetime also. Dave will work with each person to formulate a plan based upon what his client is able to pay as a premium, and the policyholder has an option to access the insurance plan's growth tax-free. At times it may be advisable to start a trust, which is a life insurance policy owned by a trust rather than an individual. In any scenario, Dave makes sure to ask questions to find out the specific goals of each client. He will find the best balance between what they want, what they need, and what they can afford. Ultimately, the goal is to be able to mitigate the worst possible scenario.

LeTip Chester County East met on Tuesday, September 29, 2015 at the Wyndham Garden Hotel in Exton, PA. Our chapter welcomes several new members: Jacky Wilson representing payroll services with ADP (This email address is being protected from spambots. You need JavaScript enabled to view it.), Kat Homnack representing marketing with Solomon Caw (This email address is being protected from spambots. You need JavaScript enabled to view it.), and Jenny Hadler representing promotional products with Adelfi Promotions (This email address is being protected from spambots. You need JavaScript enabled to view it.). We were joined at our recent meeting by guests in the fields of estate law, fence contracting, and an AED specialist.

Our showboater was our painting contractor, Dieter Enz from SLCI (This email address is being protected from spambots. You need JavaScript enabled to view it.). He displayed some materials that he uses in his painting work as well as a pair of paint-covered sneakers. He will never leave a mess in a work area, but his shoes certainly get spattered!

Our speaker was our electrician, Garret Davey (This email address is being protected from spambots. You need JavaScript enabled to view it.). Garret works with his father Kevin, who has been working with electrical systems since 1992. Garret studied political science in college and worked for nine years in sales and management at Sears while working part-time with his dad on the weekends. He then decided to leave Sears and do electrical work full-time. Kevin and Garret make sure that they do every job correctly, with minimal invasiveness to landscaping or existing structures. They can design custom lighting solutions that will provide good light but not use intrusive fixtures. They specialize is custom residential electrical work, and they enjoy adding a personal touch to everything they do.

Random Member!

Dave Kozak - Financial Advisor

Dave Kozak - Financial Advisor
Elite Collegiate Planning, LLC
Managing Partner at Paradigm Financial Group, Inc.

LeTip Member Since November 2013
1570 Conestoga Rd Chester Springs, PA 19425
1-888-959-2872
https://pfgiusa.com
http://www.elitecollegiateplanning.com
Send Dave an Email

As the founder of Elite Collegiate Planning and a managing partner at Paradigm Financial Group, Inc., Dave Kozak works with hundreds of families across the country to redefine what money means to them.

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Letip Creed

"LeTip is a professional organization of men and women dedicated to the highest standards of competence and service. Our purpose is the exchange of business Tips. Members will, at all times, maintain the highest professional integrity. Each business category is represented by one member and conflicts of interest are disallowed."