Nextgen Program

THE TRANSITION FROM FINANCIAL CHILDHOOD TO FINANCIAL ADULTHOOD is a time of momentous life changes occurring in rapid succession. As the Next Generation begins to define their own pathways to financial independence, they face a steep learning curve. The NextGen program offers a specialized educational opportunity that aims to build a solid foundation for a lifetime of informed investing.

The Next Generation program takes a three-pronged approach to financial education. Program participants enjoy the following benefits:

Introduction to the Fundamentals

Understanding investment basics, such as the relationship between risk and reward, the importance of diversification and the fees and expenses associated with various investments, is a crucial first step to building the confidence needed to make wise financial decisions. NextGen participants benefit from direct access to the experienced professionals of Regal Wealth Advisors who will help them face the unique challenges of financial transition.

Learning by Doing

We designed the NextGen program to offer participants an active education. Rather than a typical classroom experience, our educational materials are fully integrated with a plan of action. By setting up a monthly savings plan, establishing investment accounts and keeping track of progress toward financial goals via one-on-one video conferencing with a financial advisor, program participants apply their new knowledge to take ownership of their financial futures.

Valuable Partnership

What are the advantages of buying a car versus leasing? How long will it take to pay off student loans? What percentage of income should be invested in a 401(k)? What financial considerations follow a marriage proposal? At what age should one think about purchasing life insurance? By partnering with Regal Wealth Advisors, NextGen program participants have the opportunity to seek guidance on such important decisions from an experienced financial professional.

The NextGen program offers a specialized educational opportunity that aims to build a solid foundation for a lifetime of informed investing