Pennsylvania Business Networking

Time & Location

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

LeTip Chester County East met on Tuesday, April 1, 2014. We were joined by a guest in the category of Banking.

Our showboating and speaking were both done by Glen Coral (This email address is being protected from spambots. You need JavaScript enabled to view it.), our Life, Health, and Disability Insurance specialist from Turning Point Wealth Strategies. Glen makes a strong effort to stay up-to-date with the insurance industry and also related fields that can impact insurance, such as accounting, law, and real estate. He seeks information from professional technical journals as well as professional organizations. His goal is to help each client select the right product and then to structure it properly. This involves taking inventory of who and what are important in the client's life, then gathering necessary documents and looking at other, more complex assets that the client already has. Once Glen has an accurate picture of where the client is from a financial standpoint, then it's time to discuss the client's goals and also identify what are the opportunities and obstacles that stand between the client and their goals. This process takes time but helps to ensure that the client is well educated and is selecting a course of action and a product that will be the proper fit for them. Glen is happy to consult with anyone about their insurance needs.

Random Member!

Ed Swift – Accountant

Ed Swift – Accountant
Robert J. Kratz
LeTip Member Since September 2016
145 West Lancaster Ave. 
Paoli, PA 19301
(610) 296-2500
http://robertjkratz.com
Send Ed an Email

Ed Swift has been a Certified Public Accountant in Pennsylvania for over 30 years and has been practicing in public accounting for over 33 years. Ed is a member of the Pennsylvania Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.

Read more ...

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."