Pennsylvania Business Networking

Time & Location

We meet every Tuesday from 7am until 8:31am at the Whitford Country Club
Click here for the map.

Hello Tippers! LeTip Chester County East, the premier networking group of Chester County, hosted another interesting meeting. Our two guests included Mark Kochanowsky of A to Z Appliance Repair and, back for a 2nd visit, Janet Raimondo of Heartland Payment Systems (credit card processing & payroll services).

SPEAKERSTeri West of Superior Home Mortgage and Gary Siano of Guided Wealth Management (financial planner).

1st Speaker:  Teri can help current or potential home buyers with their mortgage needs – starting with a free credit score analysis. A good credit score starts at around 740, which directly impacts your mortgage financing options. Teri can advise clients on how to improve a credit score before they apply for a mortgage. And, of course, the first-time homebuyer tax credit ends April 30th! Good leads for Teri are engaged couples, current homeowners who are interested in upgrading their existing home and/or are looking to refinance their home.

2nd Speaker:  Gary discussed the different factors that influence your financial future: 1. Asset Allocation; 2. Sequence of Returns; and 3. Deposits and Withdraws. Gary takes the time to explain key investment concepts, in plain English, to his clients. He takes them through a financial discovery process - evaluating retirement goals, objectives, and understanding what is most important to them. Good leads for Gary are individuals who have been laid off from their job and need to rollover their 401K, as well as those that are getting ready to retire.

ELECTIONS: The results are in…Congratulations to LeTip CCE’s new board for 2010-2011!

President, Greg Cazillo
Vice President, Scott Brown
Treasurer, Mark Burkholder
Tipmaster, Scott Darling
Secretary, Teri West
Membership, George Scherbak
Board Member at Large, Sue Bullock
Thanks to Mike Clark for his past service as Treasurer.

MEETUP: Please be sure to sign up for our group on Meetup. Just click http://www.meetup.com/LeTip-Chester-County-East/ to get started!

TIPS: At this week’s meeting we circulated 25 tips total. (4 inside, 18 outside, 3 inter-chapters tips). Way to go Tippers!

MEETING ARCHIVE: For an archive of re-caps from past meetings, view www.LeTipCCE.com.

QUOTE OF THE WEEK"Somehow I can’t believe there are many heights that can’t be scaled by a man who knows the secret of making dreams come true. This special secret can be summarized in four C’s. They are: curiosity, confidence, courage, and constancy, and the greatest of these is confidence." By Walt Disney

Random Member!

Michele Antonini - Life, Health & Disability Insurance

Michele Antonini - Life, Health & Disability Insurance
Elite Collegiate Planning, LLC
LeTip Member Since December 2016
1570 Conestoga Rd Chester Springs, PA 19425
1-888-959-2872
http://www.elitecollegiateplanning.com
Send Michele an Email

The team at The McCarter-Kozak Agency are committed to helping you insure your most important possession - YOU! Offering a variety of life, health and disability insurance options, we are here to ensure you and your family are properly protected for life's unexpected events.

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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."