2026 library of office hours

Summer Refresh + What’s New - August 4th

In this session, we explore the latest Luminary enhancements designed to help teams better understand complex estate plans, uncover insights faster, and create more impactful client deliverables. We highlight our new Household Assistant, Estate360, Knowledge Graph, and more, sharing how these capabilities can support more efficient workflows and stronger client conversations.

Bring Strategies to Life with Hypothetical Waterfalls - May 12th

In this session, learn how to model key strategies, structure hypothetical scenarios, and present outcomes that clearly illustrate impact to clients. We highlight common mistakes, share best practices, and highlight recent product enhancements.

Q1 Client Conversations with Luminary - February 4th

Part 1: Q1 Client Conversations

The start of the year is a key moment to revisit estate plans, reset priorities, and identify planning opportunities. We’ll share how advisors are using Luminary to guide actionable conversations—grounded in practical takeaways from Heckerling and real-world client scenarios.

Part 2: Product Updates & 2026 Roadmap

Our product development team has been busy! Catch up on recently launched enhancements, what’s up next, and our 2026 roadmap themes. We’ll share how Luminary is evolving to support more efficient reviews and better client communication.