Why Estate Planning Always Matters: Turning Volatility into a Strategic Advantage
Join Luminary for a discussion on turning uncertainty into opportunity, and how having the right data and tools can add a differentiating dimension to client conversations—not just in challenging times, but as a scalable, ongoing part of next generation advisor practices.
About this webinar:
Periods of market fluctuation can serve as a reminder to instill best practices that persist beyond just one moment in time. Today's economic uncertainty has a silver lining for advisors: the opportunity to refocus client conversations on the first principles that make their wealth meaningful. In volatile markets, gift and giving strategies can become even more powerful, unlock significant tax benefits, and help clients advance long-term family and philanthropic goals.
Join Luminary for a discussion on turning uncertainty into opportunity, and how having the right data and tools can add a differentiating dimension to client conversations—not just in challenging times, but as a scalable, ongoing part of next generation advisor practices. We’ll explore:
- Best practices for framing investment discussions around long-term wealth objectives
- How to ensure scale and consistency when discussing wealth transfer strategies for both up and down markets
- Critical information every advisor needs to lead effective gift and giving discussions
- How Luminary enables advisors to quickly model and illustrate transfer strategies—creating a scalable way to bring ideas to life during volatile times
Can't join us live? Register anyway and we'll send you a recording of the session after it airs.
Meet the speakers
Chris Viviano is an Account Executive at Luminary, partnering closely with Institutions, RIAs, Single and Multi-Family Offices to drive differentiated Trust & Estates experiences.
He previously held senior sales roles at SS&C and Brookfield Asset Management, and spent the majority of his career in wealth and asset management at Merrill Lynch Wealth Management, serving his clients and their families.
Julia Kosinski collaborates across teams at Luminary to refine the product and strengthen the client experience. Drawing on her background as a trusts and estates attorney, she ensures Luminary’s solutions are grounded in the real-world needs of both clients and advisors. She bridges the gap between legal nuance and technology to help build tools that are both innovative and practical.
Prior to Luminary, Julia held senior roles at the Dalio Family Office and practiced trusts and estates law at Harris Beach Murtha Cullina PLLC and a boutique law firm in Connecticut. She holds a J.D. and an LL.M. in Estate Planning from the Heckerling Institute.
Why Estate Planning Always Matters: Turning Volatility into a Strategic Advantage
Why Estate Planning Always Matters
Turn Volatility into a Strategic Advantage
June 17, 2025
9 AM PT/12 PM ET
About this webinar:
Periods of market fluctuation can serve as a reminder to instill best practices that persist beyond just one moment in time. Today's economic uncertainty has a silver lining for advisors: the opportunity to refocus client conversations on the first principles that make their wealth meaningful. In volatile markets, gift and giving strategies can become even more powerful, unlock significant tax benefits, and help clients advance long-term family and philanthropic goals.
Join Luminary for a discussion on turning uncertainty into opportunity, and how having the right data and tools can add a differentiating dimension to client conversations—not just in challenging times, but as a scalable, ongoing part of next generation advisor practices. We’ll explore:
- Best practices for framing investment discussions around long-term wealth objectives
- How to ensure scale and consistency when discussing wealth transfer strategies for both up and down markets
- Critical information every advisor needs to lead effective gift and giving discussions
- How Luminary enables advisors to quickly model and illustrate transfer strategies—creating a scalable way to bring ideas to life during volatile times
Can't join us live? Register anyway and we'll send you a recording of the session after it airs.
Meet the speakers
Chris Viviano is an Account Executive at Luminary, partnering closely with Institutions, RIAs, Single and Multi-Family Offices to drive differentiated Trust & Estates experiences.
He previously held senior sales roles at SS&C and Brookfield Asset Management, and spent the majority of his career in wealth and asset management at Merrill Lynch Wealth Management, serving his clients and their families.
Julia Kosinski collaborates across teams at Luminary to refine the product and strengthen the client experience. Drawing on her background as a trusts and estates attorney, she ensures Luminary’s solutions are grounded in the real-world needs of both clients and advisors. She bridges the gap between legal nuance and technology to help build tools that are both innovative and practical.
Prior to Luminary, Julia held senior roles at the Dalio Family Office and practiced trusts and estates law at Harris Beach Murtha Cullina PLLC and a boutique law firm in Connecticut. She holds a J.D. and an LL.M. in Estate Planning from the Heckerling Institute.