Pennsylvania Business Networking

Time & Location

We meet every Tuesday from 7am until 8:31am at the Whitford Country Club
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LeTip Chester County East met on Tuesday, January 24, 2017 at the Clarion Hotel in Exton, PA. This will be the chapter's final meeting at this location. All future meetings will be held at the Whitford Country Club in Exton, PA.

The showboater for the meeting was estate attorney Beth Rondinelli (, who was also our first speaker. Beth writes wills, living wills, and powers of attorney for her clients. She noted that having a will is important in order to ensure that your possessions and assets are directed where you want after your death. Individuals with children will want to select a guardian for their children. If no guardian has been named, then a judge will decide who takes responsibility for the children. Any assets that you leave for your children will also need a trustee. This person may be the same person as the guardian, although this is not necessary, and there might be good reason for having a person other than the guardian acting as the trustee. Beth can ask the right questions to help each of her clients make these important choices. Your will also names an executor to pay bills. The power of attorney document names the person who can act as your agent to take control of your finances if you become incapacitated or unavailable for an extended period of time. The living will document (sometimes also called an advanced directive) is used to communicate to medical personnel about what sort of heroic life-saving measures you do or do not wish to pursue. Beth takes difficult subject matter and makes it more understandable so that her clients can have peace of mind.

Our second speaker was gift basket specialist Claudia Roemer from Ceiba Baskets and Gifts ( Claudia highlighted her ability to provide embroidery services, both for items in baskets and for separate items. Her machine can embroider pictures, logos, and letters directly onto fabric. The graphic file is read by a specialized software program in order to produce a pictorial representation of the stitches and thread colors that would be needed to create the design. Some business logos may require modification in order to make them better suited for stitching. Embroidery services can add a personal touch to business items, home gifts, or personal items. Contact Claudia with any questions and to get started with your embroidery ideas.

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
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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."