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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 |
|---|---|---|---|
A Guide to Insurance Planning for Every Stage of Life (Approved for 1 CFP® CE Credit) | November 19th | 1:00 PM ET |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
RightCapital and Allianz Present: Evaluating Annuities in RightCapital | November 18th | 1:00 PM ET | |
A Guide to Implementing Templates | November 21st | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | November 18th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | November 19th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | November 20th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | November 26th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | November 27th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | December 4th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | December 11th |
