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Everything you need to know to get started with RightCapital.
Add new clients and walk through the initial data entry process.
Click here for an overview of the planning modules in RightCapital.
Videos designed to expand software knowledge and establish best practices.
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Continuing Education Webinars
Webinar | Date | Time | Link |
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RightTraining Webinars
Webinar | Date | Time | Link |
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Introducing RightExpress | August 8th | 1:00 PM EST |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
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Creating Your First Plan | Tuesday | 2:00 PM ET | August 12th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | August 13th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | August 14th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | August 20th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | August 21st | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | August 28th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | September 4th |