THE LEGACY YOU LEAVE SHOULD BE BY DESIGN, NOT BY DEFAULT.

You have worked hard to build your life, your business, your investments, and your family's future.

The question is:

Do you have a plan to protect it?

Millions of Americans spend decades accumulating wealth, purchasing real estate, building businesses, and creating opportunities for future generations, yet many never establish a comprehensive strategy to preserve, protect, and transfer what they have built.

Without proper planning, families often face:

• Probate delays

• Family disputes

• Excessive legal costs

• Unnecessary taxation

• Asset exposure

• Business succession challenges

• Lost generational wealth

Join us for the Succeed Estate Planning & Trust Annual Conference 2026, a powerful two-day educational experience designed to help families, entrepreneurs, investors, ministry leaders, and professionals understand advanced estate planning strategies, Dynasty Private Federal Trust structures, wealth preservation principles, and legacy planning solutions.

Learn from experienced professionals in estate planning, taxation, investments, insurance, real estate, business strategy, and trust implementation as they share insights designed to help you create a lasting legacy for generations to come.

WHAT OUR CLIENTS ARE SAYING

"The tax savings alone changed our business's future."

"Through Succeed's planning process and strategic tax review, our business recovered over $90,000 in IRS overpayments and received an additional $30,000 tax refund. What we initially thought was simply estate planning became one of the most impactful financial decisions we've ever made."

— Succeed Client, Texas

"For the first time, I felt truly protected."

"I spent years building my business and acquiring assets, but I never felt confident that everything was properly structured. Succeed gave me clarity, organization, and peace of mind knowing my family now has a plan."

— Succeed Client, North Carolina

"The education was priceless."

"The team took time to explain everything in a way I could understand. They answered every question and helped me feel confident about my family's future."

— Succeed Client, Delaware

"More than a trust—it was a legacy strategy."

"We weren't looking for paperwork. We were looking for a long-term plan. Succeed helped us think beyond today and begin planning for generations we may never meet."

— Succeed Client, Alabama

"Professional from beginning to end."

"Every member of the Succeed team treated us with excellence. The onboarding process, education, implementation, and support exceeded our expectations."

— Succeed Client, Florida

 

WHO SHOULD ATTEND?

This conference is designed for:

✓ Business Owners

✓ Real Estate Investors

✓ Entrepreneurs

✓ High-Income Professionals

✓ Ministry Leaders

✓ Retirees

✓ Parents and Grandparents

✓ Families Concerned About Wealth Preservation

✓ Individuals Seeking Asset Protection Strategies

✓ Anyone Interested in Building a Legacy Beyond Their Lifetime

 

WHAT YOU WILL LEARN

During this conference, you will gain insight into:

Asset Protection Strategies

Learn principles designed to help safeguard assets from unnecessary risk and exposure.

Dynasty Private Federal Trust Education

Understand the role Dynasty Private Federal Trusts may play in long-term wealth preservation and legacy planning.

Wealth Transfer Planning

Discover strategies families use to prepare assets for future generations.

Tax Awareness

Learn how estate planning decisions can impact tax positioning and long-term wealth preservation.

Business Succession Planning

Gain insight into planning for business continuity and future ownership transitions.

Family Legacy Planning

Create a framework for preserving values, vision, and wealth for generations to come.

Personalized Guidance

Meet directly with professionals and members of the Succeed team to discuss next steps and planning opportunities.

CONFERENCE SPEAKERS

Jon Washington

Estate Planning Strategist

Jon Washington is a nationally recognized educator and estate planning strategist dedicated to helping families, business owners, professionals, and investors understand advanced wealth preservation and legacy planning strategies. Through practical education and strategic insight, he has helped countless individuals gain clarity around protecting assets and creating multi-generational wealth plans.

Attorney Arielle Comer

Legal Perspective

Attorney Arielle Comer brings valuable legal insight into estate planning, asset protection, trust implementation, and risk management. Her perspective helps attendees understand important legal considerations involved in protecting family assets and establishing effective planning structures.

LaShauna Hadley

IRS Enrolled Agent | Tax Perspective

LaShauna Hadley is an IRS Enrolled Agent specializing in tax education, planning strategies, and compliance. She helps individuals and business owners better understand the relationship between taxation, wealth preservation, and long-term financial planning.

Carlos McConico Jr.

Financial Advisor | Investment Perspective

Carlos McConico provides strategic guidance on investments, wealth growth, and financial stewardship. His expertise helps families understand how investment strategies can support long-term wealth preservation and generational legacy objectives.

Ricky Robinson Jr.

Technology & Digital Asset Specialist

Ricky Robinson Jr. helps individuals understand the growing importance of digital assets, technology infrastructure, and emerging opportunities within today's evolving economy. His presentation explores how digital and commodity-based assets fit within modern estate planning conversations.

Kevin Kellan

Estate Planning Analyst

Kevin Kellan specializes in helping families identify estate planning gaps, calculate wealth transfer scenarios, and develop strategic planning frameworks. His Estate Planning Calculator session provides practical tools attendees can immediately apply to their own situations.

Krista Bartlett

Insurance Strategist

Krista Bartlett educates families on the role insurance can play in protecting assets, supporting wealth transfer goals, and strengthening long-term estate planning strategies. Her expertise helps attendees evaluate how risk management supports legacy planning.

Shirclair McConico

Real Estate Strategist

Shirclair McConico provides insight into the role real estate plays in wealth accumulation, asset preservation, and generational wealth transfer. Her presentation helps attendees understand how property ownership can be integrated into a comprehensive estate strategy.

Jada Turner

Notary & Documentation Specialist

Jada Turner specializes in document execution, authentication, and administrative compliance. Her presentation highlights the importance of proper documentation in creating effective and enforceable estate planning structures.

Michael Washington

Client Success & Account Management Director

Michael Washington oversees client support and implementation processes, helping families navigate each phase of their estate planning journey. His presentation provides attendees with a clear understanding of what happens after planning decisions are made. 

Lee Pride Jr. 

Assessment Specialist

Lee Pride Jr. serves as Assessment Specialist, where he guides clients through key stages of the estate planning process. He conducts the 3-Year Tax Assessment Interview, facilitates asset assessments, and serves as the liaison between clients and banking partners to coordinate and prepare trust bank account appointments. His expertise helps ensure clients are properly positioned for a smooth and successful implementation experience.

Queen Chi Proctor

Chief Operating Officer

Queen Chi Proctor serves as Chief Operations Officer, where she designs, implements, and oversees the systems, processes, and operational infrastructure that support the client experience from onboarding through implementation. Her expertise in operations, automation, and client success helps ensure the client experiences a streamlined and effective estate planning process.

Russel Thompson

Founder & CEO, Succeed Estate Planning & Trust

Russel Thompson is the visionary founder and CEO of Succeed Consulting Firm. Through education, leadership, and strategic planning initiatives, he has dedicated his career to helping families understand wealth preservation, legacy planning, and long-term stewardship principles. His mission is to empower individuals with knowledge that can impact generations.

EVENT SCHEDULE

THURSDAY, JUNE 25, 2026

Legacy Leaders Networking Reception

5:00 PM – 7:00 PM

Connect with fellow business owners, investors, professionals, and families focused on wealth preservation and legacy planning.

Estate Planning & Trust Presentation

Jon Washington

7:00 PM – 9:00 PM

Live Questions & Answers

9:00 PM – 9:30 PM

FRIDAY, JUNE 26, 2026

9:00 AM – 9:15 AM
Welcome & Introduction
Joneita Washington

9:15 AM – 10:45 AM
20/20 Estate Vision Plan
Jon Washington

10:50 AM – 11:00 AM
Break

11:05 AM – 11:20 AM
Estate Planning Process & Q&A
Queen Chi Proctor

11:25 AM – 11:40 AM
Asset Assessment Perspective
Lee Pride Jr. 

11:45 AM – 12:00 PM
Documentation & Compliance Perspective
Jada Turner

12:00 PM – 1:15 PM
Lunch

1:20 PM – 1:30 PM
Implementation & Client Success Perspective
Michael Washington

1:35 PM – 1:50 PM
Insurance Perspective
Krista Bartlett

1:55 PM – 2:10 PM
Investment Perspective
Carlos McConico Jr.

2:15 AM – 2:30 PM
Digital Asset Perspective
Ricky Robinson Jr.

2:35 PM – 2:50 PM
Real Estate Perspective
Shirclair McConico

2:50 PM – 3:10 PM
Break

3:15 PM – 3:30 PM
Asset Transfer Perspective
Kevin Kellan

3:45 PM – 4:00 PM
Tax Perspective
LaShauna Hadley

4:05 PM – 4:20 PM
Legal Perspective
Attorney Arielle Comer

4:25 PM – 4:50 PM
Panel Discussion
Succeed Team

 5:00 PM – 5:30 PM
Final Words of Inspiration
CEO Russel Thompson

5:30 PM – 6:30 PM
Private Legacy Strategy Sessions
15-Minute One-on-One Appointments with Succeed Team Members

WHAT YOUR REGISTRATION INCLUDES

✓ Full Conference Access

✓ Two Days of Expert-Led Training

✓ Presentation Recordings

 ✓ Succeed 20/20 Estate Vision Study Guide

✓ Legacy Leaders Networking Reception

✓ Access to Professional Estate Planning Resources

✓ Private Legacy Strategy Session Opportunities

✓ Bring Up To Three Guests FREE

HOTEL ACCOMMODATIONS

Courtyard by Marriott Atlanta Dunwoody

4401 Chamblee Dunwoody Road

Atlanta, Georgia 30341

Special Conference Rate

$145 Per Night + Tax

(Limited Availability)

Hotel reservation information and booking instructions will be sent upon registration.

We encourage attendees to reserve their rooms early as availability at the conference rate is limited.