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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 |
|---|---|---|---|
Navigating Medicare: What You Need to Know for 2025 (Approved for 1 CFP® CE Credit) | October 29th | 1:00 PM ET |
Practice Management Webinars
Webinar | Date | Time | Link |
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RightTraining Webinars
Webinar | Date | Time | Link |
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RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | October 28th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | October 29th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | October 30th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | November 5th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | November 6th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | November 13th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | November 20th |
