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Getting Started Everything you need to know to get started with RightCapital.
Creating Plans & Data EntryAdd new clients and walk through the initial data entry process.
Planning ModulesClick here for an overview of the planning modules in RightCapital.
Training VideosVideos designed to expand software knowledge and establish best practices.
Client ExperienceWow your clients and prospects with branding, presentation and access.
IntegrationsConnect all your platforms to RightCapital.
Continuing Education Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Fundamentals of Social Security (1 CFP® CE) | May 14th | 1:00 PM ET |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
The 5 Questions Shaping Today’s Retirement Conversations | May 9th | 1:00 PM ET | |
Optimizing Document Management with the Vault | May 16th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | May 14th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | May 15th | |
Creating Your First Plan | Tuesday | 2:00 PM ET | May 20th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | May 21st | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | May 22nd | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | May 29th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | June 5th |
