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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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RightTraining Webinars
Webinar | Date | Time | Link |
---|---|---|---|
Optimizing Roth Conversions While Managing IRMAA Thresholds | May 23rd | 1:00 PM EST |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | May 20th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | May 21st | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | May 22nd | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | May 28th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | May 29th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | June 5th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | June 12th |