As a leader, I try not to take myself too seriously. ... Because I want to make sure that everyone's comfortable engaging with me. When I go get lunch, I talk to everyone in the cafeteria, regardless of their role, and regardless of what they do, and I want them to view and see me as someone approachable, as someone that they can talk to and engage with.

Terrance Williams

Karnail Kooner, CPC, ChFC, CPFA, QPA, QKA, CRA, CRC

coffee by napkin with financial planning terms and coins

Blog

July 14, 2021

Beyond Retirement Planning: Meet Your Employees’ Overall Financial Education Needs

Beyond Retirement Planning: Meet Your Employees’ Overall Financial Education Needs

by Karnail Kooner, CPC, ChFC, CPFA, QPA, QKA, CRA, CRC

2 minutes

executive stacking blocks into a rising graph

Article

June 25, 2021

Seven Steps Toward a Holistic Financial Fitness Program

Seven Steps Toward a Holistic Financial Fitness Program

by Karnail Kooner, CPC, ChFC, CPFA, QPA, QKA, CRA, CRC

5 minutes

senior couple with smart phone

Blog

July 11, 2019

401 (k) Upgrade Offers a Critical Solution

401 (k) Upgrade Offers a Critical Solution

by Karnail Kooner, CPC, ChFC, CPFA, QPA, QKA, CRA, CRC

3 minutes

Financial representative assisting a couple

Article

March 03, 2017

It's Day 1 of Retirement: Are Your Employees Ready?

It's Day 1 of Retirement: Are Your Employees Ready?

by Karnail Kooner, CPC, ChFC, CPFA, QPA, QKA, CRA, CRC

3 minutes

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