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Everything you need to know to get started with RightCapital.
Add new clients and walk through the initial data entry process.
Click here for an overview of the planning modules in RightCapital.
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Continuing Education Webinars
Webinar | Date | Time | Link |
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RightTraining Webinars
Webinar | Date | Time | Link |
---|---|---|---|
A Guide to Implementing Templates | August 29th | 1:00 PM ET | |
Life Insurance Case Study | September 5th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | September 2nd | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | September 3rd | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | September 4th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | September 10th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | September 11th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | September 18th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | September 25th |