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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 |
|---|---|---|---|
Fundamentals of Social Security (1 CFP® CE) | May 14th | 1:00 PM ET |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Analyzing Long-Term Care Needs | April 25th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | April 22nd | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | April 23rd | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | April 24th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | April 30th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | May 1st | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | May 8th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | May 15th |
