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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 |
|---|---|---|---|
Expert Tips For Navigating Social Security | June 27th | 1:00 PM EST |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | June 24th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | June 25th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | June 26th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | July 3rd | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | July 2nd | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | July 10th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | July 17th |
