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Fintechs are not your enemies. In fact, many want to be your friends. There's an entire ecosystem set up to help credit unions digitize and grow while letting you focus on what you do best.

Drew Pascarella

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Resources for Diversity, Equity and Inclusion  ▶︎

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

 

January 2023 magazine cover John Pembroke

 
 
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