Time & Location

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

Location:
Boy Scouts of America Building
1 Scouting Way, Exton, PA 19341
Click here for the map

LeTip Chester County East met on Tuesday, June 10, 2014. Scott Darling (This email address is being protected from spambots. You need JavaScript enabled to view it.), our residential realtor, was the showboater with his Home Buyer and Home Seller Guides, fingerprint kits, and his eye-catching poker chip business cards.

Glen Coral (This email address is being protected from spambots. You need JavaScript enabled to view it.), our specialist in life, health, and disability insurance, was our speaker. Glen provided useful handouts that showed how the same investment will grow differently over time based on the interest rate (which could be effectively lowered by capital gains tax), benefit rates for a life insurance policy over several years, and various investments that people can make to provide income in retirement. Glen noted that different families will have different needs and concerns, and he makes sure that he discusses all of the pertinent details and goals with them to choose the right options. Contact Glen to gain more personalized information and to acquire the right insurance plans for you.

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."