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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 |
|---|---|---|---|
Balancing Tax-Smart Savings and Tax-Efficient Planning (1 CFP® CE) | March 26th | 1:00 PM |
Practice Management Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
RightCapital and N2 Content Marketing Present: How to Attract Your Ideal Client with Short-Form Video | March 19th | 1:00 PM |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Modeling Multiple Tax Strategies | March 21st | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | March 18th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | March 19th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | March 20th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | March 26th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | March 27th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | April 3rd | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | April 10th |
