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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 |
|---|
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Analyzing Long-Term Care Needs | February 20th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | February 17th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | February 18th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | February 19th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | February 25th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | February 26th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | March 5th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | March 12th |
