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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.
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Client ExperienceWow your clients and prospects with branding, presentation and access.
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Continuing Education Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Strategic Year-End Tax Planning and Charitable Giving Opportunities (Approved for 1 CFP® CE Credit) | December 10th | 1:00 PM ET |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
In-Depth Overview of Asset Return Assumptions | December 5th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | December 9th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | December 10th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | December 11th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | December 18th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | December 31st | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | January 22nd | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | January 29th |
