Succeed Estate Planning and Trust Annual Conference
JUNE 25TH TO 26TH 2026
Come learn from the best when it comes to preparing for your Estate Planning. We invite you to our Succeed Annual Conference where you will learn the best Estate Planning Strategies to protect, multiply and preserve your wealth for the next generations.
Bring a guest or several guest for FREE, that's right. Register one time and invite up to as many as three guest.
Rooms are $145.00 plus tax per night, (Limited Time Offer)
Hotel reservation email will be sent to you after registering for this event.
If you can't make it in person, you can attend by zoom as well.
JUNE 25, 2026
5:00pm to 7:00pm - Meet and Greet
7:00pm to 9:00pm - Estate Planning and Trust Presentation - Jon Washington
9:00pm to 9:30pm - Questions and Answers
JUNE 26, 2026
9:00am to 9:15am - Welcome / Introduction - Joneita Washington
9:15am to 10:45am - 20/20 Estate Vision Plan - Jon Washington
10:45am to 11:00 am - Break
11:00am to 11:15am - Legal Perspective - Attorney Arielle Comer
11:15am to 11:30am - Tax Perspective - IRS Enrolled Agent - LaShauna Hadley
11:30am to 11:45am - Investment Perspective - Financial Advisor - Carlos McConico
11:45am to 12:00pm - Digital/Commodity Perspective - IT / Support - Ricky Robinson Jr.
12:00pm to 1:30p.m - Lunch
1:30pm to 3:30p.m - Estate Planning Calculator - Kevin Kellan
3:30pm to 3:45p.m - Break
3:45pm to 4:00pm - Insurance Perspective - Insurance Broker - Krista Bartlett
4:00pm to 4:15pm - Real Estate Perspective - Shirclair McConico
4:15pm to 4:30pm - Notary Perspective - Jada Turner
4:30pm to 4:45pm - Account Manager Perspective - Michael Washington
4:45pm to 5:00pm - Estate Planning Process / Q & A - Queen Chi Proctor
5:00pm to 5:30pm - Final Words of Inspiration - CEO Russel Thompson
5:30pm to 6:30pm - Break Out Sessions (15 min One-On-One Appointments with our Staff)
What you'll get:
Presentation Recordings
Succeed Annual Conference Bag
Succeed 20/20 Estate Vision Study Guide
