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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 |
|---|---|---|---|
Strategic Long-Term Care Planning (1 CFP® CE) | June 25th | 1:00 PM EST |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Streamlining Client Onboarding | June 6th | 1:00 PM EST |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | June 3rd | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | June 4th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | June 5th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | June 11th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | June 12th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | June 26th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | July 17th |
