Events

Succeed is coming to a venue near you! Explore our upcoming events and select the one that meets your needs.

UPCOMING EVENTS

SUCCEED ESTATE PLAN MASTERCLASS WEBINAR - April 1 & April 2 at 7:00 p.m to 8:30 p.m CST

Come learn how to avoid the probate, benefit from the tax savings, and stay private while living so you can pass your assets to your family by operating in a trust.

$497.00 USD

SUCCEED ESTATE PLAN MASTERCLASS WEBINAR - April 8th and 9th at 7:00 p.m to 8:30 p.m CST

Come learn how to avoid the probate, benefit from the tax savings, and stay private while living so you can pass your assets to your family by operating in a trust.

$497.00 USD

THE CAPITAL HOLDING COMPANY WEBINAR - April 15, 2024 @ 7:00p.m CST

COME LEARN THE HOW TO OPTIMIZE YOUR TAXABLE LIABILITY BY RUNNING YOUR OTHER REVENUE STREAMS THROUGH YOUR CAPITAL HOLDING COMPANY.

$497.00 USD

SUCCEED ESTATE PLAN MASTERCLASS WEBINAR - May 13th and 14th at 7:00 p.m to 8:30 p.m CST

Come learn how to avoid the probate, benefit from the tax savings, and stay private while living so you can pass your assets to your family by operating in a trust.

$497.00 USD

SUCCEED ESTATE PLAN MASTERCLASS WEBINAR - June 10th and 11th at 7:00 p.m to 8:30 p.m CST

Come learn how to avoid the probate, benefit from the tax savings, and stay private while living so you can pass your assets to your family by operating in a trust.

$497.00 USD

THE BUSINESS TRUST WEBINAR - June 17, 2024 @ 7:00p.m CST

COME LEARN THE HOW TO OPERATE THROUGH THE BUSINESS TRUST BY LEASING THE BUSINESS ASSETS BACK TO YOUR BUSINESS FOR A FULL TAX DEDUCTION.

$697.00 USD

SUCCEED ESTATE PLAN MASTERCLASS WEBINAR - July 8th and 9th at 7:00 p.m to 8:30 p.m CST

Come learn how to avoid the probate, benefit from the tax savings, and stay private while living so you can pass your assets to your family by operating in a trust.

$497.00 USD

SUCCEED ESTATE PLAN MASTERCLASS WEBINAR - August 12th and 13th at 7:00 p.m to 8:30 p.m CST

Come learn how to avoid the probate, benefit from the tax savings, and stay private while living so you can pass your assets to your family by operating in a trust.

$497.00 USD

THE FAMILY TRUST WEBINAR - August 19, 2024 @ 7:00p.m CST

COME LEARN THE HOW TO OPERATE THROUGH THE FAMILY WITH THE A SPENDTHRIFT PROVISION TO GIVE YOU THE MAXIMUM TAX SAVINGS.

$697.00 USD

SUCCEED ESTATE PLAN MASTERCLASS WEBINAR - September 9th and 10th at 7:00 p.m to 8:30 p.m CST

Come learn how to avoid the probate, benefit from the tax savings, and stay private while living so you can pass your assets to your family by operating in a trust.

$497.00 USD

SUCCEED ESTATE PLAN MASTERCLASS WEBINAR - October 7th and 8th at 7:00 p.m to 8:30 p.m CST

Come learn how to avoid the probate, benefit from the tax savings, and stay private while living so you can pass your assets to your family by operating in a trust.

$497.00 USD

THE INVESTMENT TRUST WEBINAR - October 14, 2024 @ 7:00p.m CST

COME LEARN THE HOW TO INVEST INTO QUANTUM BANKING BY GETTING AN INVESTMENT TRUST

$697.00 USD

SUCCEED ESTATE PLAN MASTERCLASS WEBINAR - November 11th and 12th at 7:00 p.m to 8:30 p.m CST

Come learn how to avoid the probate, benefit from the tax savings, and stay private while living so you can pass your assets to your family by operating in a trust.

$497.00 USD

SUCCEED ESTATE PLAN MASTERCLASS WEBINAR -December 9th and 10th at 7:00 p.m to 8:30 p.m CST

Come learn how to avoid the probate, benefit from the tax savings, and stay private while living so you can pass your assets to your family by operating in a trust.

$497.00 USD

THE PRIVATE FOUNDATION TRUST WEBINAR - December 9, 2024 @ 7:00p.m CST

COME LEARN THE HOW TO OPERATE THROUGH THE PRIVATE FOUNATION TRUST BY DONATING UP TO 30% OF YOUR SALARY FOR A FULL TAX DEDUCTION.

$697.00 USD