Stacy Lang Kahan, CLU, RFC^®

Presentation
Building Your Legacy: Practical Succession Planning for Independent Financial Professionals

As an independent financial consultant, you've spent decades building relationships, serving families, and creating a valuable practice. But what happens when you're ready to step back? Without a solid succession plan, you risk losing the value you've built and leaving your clients without continuity.

Biography
Join Stacy Lang Kahan, CLU, RFC^®  — founder of 1706 Advisors and third-generation insurance professional—for a candid discussion on succession planning that actually works for solo and small firm owners. Stacy isn't just teaching theory; she's successfully transitioned her own firm to her daughters while maintaining the client relationships and values that define her 40-year legacy.

In this session, you'll discover: practical strategies to determine your practice's true value and maximize it; how to identify and develop successors (family or internal team members); client communication approaches that preserve trust during transitions; options that let you maintain control and choose your timeline; and common pitfalls independent advisors face—and how to avoid them.

Whether you're 5 years or 15 years from retirement, now is the time to start planning. Walk away with actionable steps to protect what you've built and create a practice designed to serve clients for generations.