Level 1 - Understanding different Retirement Plans & Brokerage Platforms
Join us as we learn skills to build financial security, avoid common money mistakes, and grow your wealth over time.
You’re Invited to LEVEL UP with NextGen Salone DFW! ✨
📅 Date: Sunday, October 19th, 2025
⏰ Time: 5:00 PM (Central Time)
💻 Location: Virtual on Zoom
Join us for the second session of our Financial Freedom & Literacy series, where we’ll break down everything you need to know about retirement planning and investment platforms — in a way that’s clear, relatable, and easy to apply to your life.
In this session, we’ll cover:
✅ The differences between 401(k), IRA, and Roth IRA plans
✅ How employer matching really works
✅ Setting realistic retirement goals for your income and lifestyle
✅ Comparing popular brokerage platforms (Fidelity, Vanguard, Charles Schwab, etc.)
✅ How to open your first investment account with confidence
This is a relaxed, interactive session , no financial jargon or pressure, just real talk about building long-term security and freedom. Whether you’re just starting your career, rebuilding your savings, or trying to understand how to make your money work for you, this session is for you.
💡 Come ready to learn, ask questions, and leave empowered with next steps toward financial independence.
Join us as we learn skills to build financial security, avoid common money mistakes, and grow your wealth over time.
You’re Invited to LEVEL UP with NextGen Salone DFW! ✨
📅 Date: Sunday, October 19th, 2025
⏰ Time: 5:00 PM (Central Time)
💻 Location: Virtual on Zoom
Join us for the second session of our Financial Freedom & Literacy series, where we’ll break down everything you need to know about retirement planning and investment platforms — in a way that’s clear, relatable, and easy to apply to your life.
In this session, we’ll cover:
✅ The differences between 401(k), IRA, and Roth IRA plans
✅ How employer matching really works
✅ Setting realistic retirement goals for your income and lifestyle
✅ Comparing popular brokerage platforms (Fidelity, Vanguard, Charles Schwab, etc.)
✅ How to open your first investment account with confidence
This is a relaxed, interactive session , no financial jargon or pressure, just real talk about building long-term security and freedom. Whether you’re just starting your career, rebuilding your savings, or trying to understand how to make your money work for you, this session is for you.
💡 Come ready to learn, ask questions, and leave empowered with next steps toward financial independence.