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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.
IntegrationsConnect all your platforms to RightCapital.
Continuing Education Webinars
Webinar | Date | Time | Link |
|---|
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Starting the Year Off Right(Capital) | January 2nd | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | December 24th | |
Creating Your First Plan | Tuesday | 2:00 PM ET | December 30th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | December 31st | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | January 8th | |
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 | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | February 5th |
