About The Event

What do the wealthy know that allows them to keep, grow, and protect more of what they earn?  Join us at the Next Level Wealth Conference and get access to tax advantaged wealth strategies designed for first generation wealth builders.

This event is aimed at educating the community on financial literacy. One-third of adults worldwide and 4 in 7 Americans are financially literate. The disparity is the greatest among African Americans. The objective of the Next Level Wealth Conference is to provide valuable information that will help you on your journey towards financial freedom.

The event will kick off with a VIP Networking Hour with sponsors and partners. During the conference, participants can expect to hear from financial experts on a variety of topics including budgeting, investments, entrepreneurship, trust and wills. The conference will also feature a business pitch competition with three tracks: community, youth (ages 17-24), and members of Delta Sigma Theta Sorority, Inc.

Our goal is to empower the community towards financial freedom, provide a platform for education on basic financial concepts, and elevate financial literacy in our community.


Wealth held by black households (source)

3 to 1

For every $100 of white wealth, blacks have $33 (source)

Full Schedule

VIP Networking Hour

10:30 am

Mix and Mingle!

Speakers and sponsors connect with members of partner organizations as we kick off the event with a networking hour. Take advantage and make connections.

Light Bites and Beverages

Enjoy light refreshments as you network.

Welcome and Panel Discussion

12:00 pm

Secrets of the Wealthy

Learn what the wealthy already knows about money, tax advantaged strategies to keep more of what you earn, and strategies to financing education to limit debt



Norris-Weeks, Esq.


Women of Color Empowerment Institute, Inc.



Director, Small Business & Member Services

Miami-Dade Chamber of Commerce





Workshops 1 & 2 

1:00 pm – 2:00 pm

Workshop 1: Understanding Credit Scores

Learn the fundamentals of credit management and the impacts financial decisions have on your credit scores


Vickie R.


Community Mortgage Loan Officer

TD Bank

Workshop 2: Retirement Planning

Learn how to plan for retirement through various methods including 401(k)s, IRAs, and insurance



Financial Advisor

Charles Schwab



Personal Wealth Coach & Mentor



Financial Advisor

Graystone Consulting

Workshops 3 & 4 

2:00 pm – 3:00 pm

Workshop 3: Debt Management and Understanding Loans

Understand loan terms and other debt, how it impacts your credit, and how to manage, eliminate, or strategically leverage debt




Empower Financial Wellness

Workshop 4: Let’s Talk Business: From Startup to Scale Up

Learn the essentials to building a successful business. Hear from experienced business owners in a TED talk format.


Britton, MBA

President and CEO

NB Services, LLC


Jiles, MBA

President and CEO

The Tailored Strategist, LLC

Davida Elizabeth


Founder and Chief Marketing Officer


Business Pitch Competition

3:00 pm – 4:00 pm

Apply for your chance to pitch your business during the Next Level Wealth Conference for an opportunity to win cash and prizes.

Semi-finalists will showcase their business in front of judges.

Three Tracks:

(1) Community (Existing businesses in Broward, Miami-Dade, and Palm Beach County)

(2) Youth (ages 17 – 24 with an existing business or business idea)

(3) Members of Delta Sigma Theta Sorority (will be verified)

Primary Partner

For more information email [email protected]

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