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GET READY FOR 2026

12 AREAS OF FOCUS

KNOWLEDGE AND EDUCATION LIKE NO OTHER

 

1 - ANNUAL EVENT

Get all the information needed to go through the entire Trust process.  

 

4 - QUARTERLY EVENTS 

 Identify all positions of the Trust including your Settlor, Trustees and Beneficiaries. 

 

12 - MONTHLY EVENTS

 Identify all assets that will be placed in the Trust for protection.

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EVERY THURDAY 1:00 P.M CST LIVE

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 JANUARY 2026 EVENTS

 

(MONTH OF FOCUS)

ESTATE

3-DAY ESTATE CHALLENGE - FACEBOOK - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used to build wealth, multiply wealth, and protect wealth. 

$99.00 USD

3-DAY ESTATE CHALLENGE - GENERAL - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used to build wealth, multiply wealth, and protect wealth. 

$199.00 USD

3-DAY ESTATE CHALLENGE - VIP ELITE - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used to build wealth, multiply wealth, and protect wealth. 

$299.00 USD

BRUNCH AND LEARN

 

1ST AND 3RD SUNDAY - 10:00 A.M TO 12:00 P.M - LIVE

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 FEBUARY 2026 EVENTS

 

(MONTH OF FOCUS)

TRUST

3-DAY TRUST CHALLENGE - FACEBOOK - FEB 16-18, 2026

Come learn from the best when it comes to set a Trust. There is a lot of misinformation out there. The 3-Day Challenge will focus on the different types of Trust and the clauses and provisions that can be added in your Trust. 

$99.00 USD

3-DAY TRUST CHALLENGE - GENERAL - FEB 16-18, 2026

Come learn from the best when it comes to set a Trust. There is a lot of misinformation out there. The 3-Day Challenge will focus on the different types of Trust and the clauses and provisions that can be added in your Trust. 

$199.00 USD

3-DAY TRUST CHALLENGE - VIP ELITE - FEB 16-18, 2026

Come learn from the best when it comes to set a Trust. There is a lot of misinformation out there. The 3-Day Challenge will focus on the different types of Trust and the clauses and provisions that can be added in your Trust. 

$299.00 USD

BECOME A SUCCEED EXCLUSIVE MEMBER AND GET ACCESS TO OUR EVENTS 

 

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 MARCH 2026 EVENTS

 

(MONTH OF FOCUS)

BUSINESS

3-DAY BUSINESS CHALLENGE - FACEBOOK - MAR 16-18, 2026

Come learn from the best when it comes to using a Business in your Estate Planning. There is a lot of misinformation out there. The 3-Day Challenge will focus on business structure, compliance and benefits that can be added in your Estate. 

$99.00 USD

3-DAY BUSINESS CHALLENGE - GENERAL - MAR 16-18, 2026

Come learn from the best when it comes to using a Business in your Estate Planning. There is a lot of misinformation out there. The 3-Day Challenge will focus on business structure, compliance and benefits that can be added in your Estate. 

$199.00 USD

3-DAY BUSINESS CHALLENGE - VIP ELITE - MAR 16-18, 2026

Come learn from the best when it comes to using a Business in your Estate Planning. There is a lot of misinformation out there. The 3-Day Challenge will focus on business structure, compliance and benefits that can be added in your Estate. 

$299.00 USD

SUCCEED 2-DAY IN PERSON EVENT - FORT WORTH / KIMBELL MUSEUM - MAR. 28-29, 2026

Come learn from the best when it comes to Business, Trust and your Estate.  The 2-Day In Person Event will challenge you to the core. Bring in focus Business, Trust, an Estate Planning strategies and tools that can be used to build generational wealth. This will be a series of back to back powered pack presentations that you do not want to miss. 

$399.00 USD

SUCCEED EVENT BUDDLE PACKAGES

 

GET ACCESS TO THE 3-DAY CHALLENGES YOU WANT TO ATTEND

3-DAY CHALLENGE - BUNDLE PACKAGE (12)

Come learn from the best and get your master degree in life. This package includes our 3-Day Challenges covers our 12 areas of focus. Get the insight, knowledge, education, and understanding on the 12 things that matter most in life.

$1,799.00 USD

3-DAY CHALLENGE - BUNDLE PACKAGE (6)

Come learn from the best and get your master degree in life. This package includes our 3-Day Challenges covers our 12 areas of focus. Get the insight, knowledge, education, and understanding on the 12 things that matter most in life.

$999.00 USD

3-DAY CHALLENGE - BUNDLE PACKAGE (3)

Come learn from the best and get your master degree in life. This package includes our 3-Day Challenges covers our 12 areas of focus. Get the insight, knowledge, education, and understanding on the 12 things that matter most in life.

$599.00 USD

 APRIL 2026 EVENTS

 

(MONTH OF FOCUS)

TAX

 

3-DAY TAX CHALLENGE - FACEBOOK - APR 12-14, 2026

Come learn from the best when it comes to preparing for your taxes in your Estate Planning. This 3-Day Challenge will focus on tax planning for your Business, Trust and your Estate as a whole.  . 

$99.00 USD

3-DAY TAX CHALLENGE - GENERAL - APR 12-14, 2026

Come learn from the best when it comes to preparing for your taxes in your Estate Planning. This 3-Day Challenge will focus on tax planning for your Business, Trust and your Estate as a whole.  . 

$199.00 USD

3-DAY TAX CHALLENGE - VIP ELITE - APR 12-14, 2026

Come learn from the best when it comes to preparing for your taxes in your Estate Planning. This 3-Day Challenge will focus on tax planning for your Business, Trust and your Estate as a whole. 

$299.00 USD

ALL SUCCEED EVENTS 

 

100% TAX WRITE OFF

 MAY 2026 EVENTS

 

(MONTH OF FOCUS)

FINANCE

 

 

3-DAY FINANCE CHALLENGE - FACEBOOK - MAY 10-12, 2026

Come learn from the best when it comes to managing your personal finances. This 3-Day Challenge will focus on financial planning for your Business, Trust and your Estate as a whole.  . 

$99.00 USD

3-DAY FINANCE CHALLENGE - GENERAL - MAY 10-12, 2026

Come learn from the best when it comes to managing your personal finances. This 3-Day Challenge will focus on financial planning for your Business, Trust and your Estate as a whole. . 

$199.00 USD

3-DAY FINANCE CHALLENGE - VIP ELITE - MAY 10-12, 2026

Come learn from the best when it comes to managing your personal finances. This 3-Day Challenge will focus on financial planning for your Business, Trust and your Estate as a whole.

$299.00 USD

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JUNE 2026 EVENTS

(MONTH OF FOCUS)

CREDIT

 

3-DAY CREDIT CHALLENGE-FACEBOOK - JUN 14-16, 2026

Come learn from the best when it comes to managing your personal credit and business credit. This 3-Day Challenge will focus on leveraging your credit for your Business, Trust and your Estate as a whole.  . 

$99.00 USD

3-DAY CREDIT CHALLENGE - GENERAL - JUN 14-16, 2026

Come learn from the best when it comes to managing your personal credit and business credit. This 3-Day Challenge will focus on leveraging your credit for your Business, Trust and your Estate as a whole.  . 

$199.00 USD

3-DAY CREDIT CHALLENGE - VIP ELITE - JUN 14-16, 2026

Come learn from the best when it comes to managing your personal credit and business credit. This 3-Day Challenge will focus on leveraging your credit for your Business, Trust and your Estate as a whole. 

$299.00 USD

SUCCEED 2-DAY IN PERSON EVENT - DALLAS / DALLAS CONVENTION CTR. - JUN. 27-28. 2026

Come learn from the best when it comes to Business, Trust and your Estate.  The 2-Day In Person Event will challenge you to the core, bring in focus on Taxes, Finance, an Credit Planning strategies and tools that can be used to build generational wealth. This will be a series of back to back powered pack presentations that you do not want to miss. 

$399.00 USD

Kristine Schultz

After doing my research and consulting with several other companies, Succeed by far has the best price along with the education.

Robert Hutton

As I looked into this information, the education and the knowledge alone is worth more than any assets a person can have. 

Karan Staggers

The professionalism of the company and thoroughness & expertise of the staff made it very easy to understand Estate Planning and Trust