Next Level Wealth Financial — Team Meetings
Next Level Wealth Financial Services

Team Meetings & Training

Professional development for the Next Level Wealth team

CD Hosted by Cheyenne Drayton
Inner Circle Meeting
Cheyenne Drayton

Every Thursday
9:00 PM – 10:00 PM EST  ·  Ongoing
Book Your Spot
Money Team — Monday Motivation Class
Cheyenne Drayton

Every Monday
9:00 AM – 10:00 AM EST  ·  Ongoing
Book Your Spot
Wednesday CEO Masterclass
Cheyenne Drayton

Every Wednesday
9:00 PM – 10:00 PM EST  ·  Ongoing
Book Your Spot
Service Bureau Training Calls
Weston Hill

Weekly coaching and growth strategies for our service bureaus. Provides valuable updates, tools, and accountability to help you scale. Attendance required for all active service bureaus.
Every Monday
3:30 PM EST  ·  Ongoing
Book Your Spot
ERO PTIN Partner Training
ERO Training Team

Takes place the first Tuesday of every month at 4pm EST for 45 minutes — first class is August 5th through December 2nd.
First Tuesday of every month
4:00 PM EST  ·  45 minutes
August 5th – December 2nd
Book Your Spot
ERO & Reseller (Only) Software Onboarding
ERO Training Team

Comprehensive software onboarding training session for ERO partners and resellers.
Every Monday
8:00 PM EST  ·  Ongoing
Book Your Spot
ERO Tax Software Training
ERO Training Team

Comprehensive training on tax software features for ERO partners.
Every Tuesday
Starts September 2, 2025
Book Your Spot
ERO Business Strategy & Marketing Training
ERO Training Team

Learn effective marketing strategies for your tax business and build a stronger client pipeline.
Every Wednesday
Starts September 3, 2025
Book Your Spot
Business Automation Masterclass
ERO Training Team

Learn how to leverage Next Level Wealth CRM to automate your tax business, improve client acquisition, streamline workflows, and boost revenue.
Every Wednesday
Ongoing
Book Your Spot