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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 |
|---|---|---|---|
College Planning Essentials (1 CFP® CE) | September 24th | 1:00 PM ET |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Comparing Pension Options | September 19th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | September 18th | |
Creating Your First Plan | Tuesday | 2:00 PM ET | September 23rd | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | September 24th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | September 25th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | October 1st | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | October 2nd | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | October 9th |
