RightCapital is committed to enabling your success. We set aside time each week to cover essential planning modules and product updates, giving you direct access to the experts behind the curtain. This article allows users to register for upcoming webinars and watch our most recent presentations. Webinars typically last 30-60 minutes and will include live Q&A.
Upcoming Webinars
RightCapital users have access to a variety of free webinar content that is designed to cover essential topics. Use the table below to register for any of our upcoming webinars. Click the registration link to view a full webinar description before signing up.
Webinar | Date | Time | Link |
|---|---|---|---|
Tailoring Return Scenarios to Anticipate Market Conditions | April 19th | 1:00 PM ET | |
Making Informed Asset Purchase Decisions: To Buy or Not To Buy | April 26th | 1:00 PM ET |
Recurring Training Webinars
RightCapital product experts hold weekly training webinars to ensure advisors have the tools they need to succeed. Whether you are just starting with RightCapital or need a refresher on best practices, we invite you to join us by registering below.
Click the registration link to view a full webinar description before signing up.
Recurring Training Webinars | Date | Time | Registration |
|---|---|---|---|
Creating Your First Plan | Every Tuesday | 2:00 PM ET | |
Overview of the Planning Modules | Every Wednesday | 2:00 PM ET | |
Presenting Your First Plan | Every Thursday | 2:00 PM ET |
Watch Past Webinars
To view recordings of prior webinars:
Search for the previous webinar and click "Watch Recording"
Enter your name and email address
Click on 'Register' (you will be taken directly to the video)
Previously Recorded Webinars | Date | Watch |
|---|---|---|
Social Security Timing Trade-Offs (No CFP® CE credit available for replay) | April 17th, 2024 | |
🎓 RightCapital Academy: Cash Flows 101 | April 12th, 2024 | |
Answering the Most Asked Questions on Roth Conversions | April 5th, 2024 | |
Strategies for Successful Budgeting | March 22nd, 2024 | |
Fundamentals of Insurance (No CFP® CE credit available for replay) | March 20th, 2024 | |
Taking Visuals to the Next Level | March 15th, 2024 | |
Expert Tips for Navigating Social Security | March 8th, 2024 | |
Transform Your Workflows with RightFlows | March 1st, 2024 | |
Advisor Panel: How to Incorporate Tax Planning into Your Financial Planning Practice | February 23rd, 2024 | |
🎓 RightCapital Academy: Maximizing Retirement Analysis | February 16th, 2024 | |
Effective Debt Reduction Strategies (No CFP® CE credit available for replay) | February 14th, 2024 | |
Strategies for Optimizing Education Planning | February 9th, 2024 | |
Optimizing Equity Compensation: An overview of the new Stock Plan Module | February 2nd, 2024 | |
Introducing RightFlows: Your Ultimate Workflow Management Solution | January 26th, 2024 | |
A Comprehensive Guide to Utilizing Client Settings | January 19th, 2024 | |
Comparing Pension Payouts | January 12th, 2024 | |
Strategies for Managing Unpredictable Inflation (No CFP® CE credit available for replay) | January 10th, 2024 | |
Starting the Year Off Right(Capital) | January 5th, 2024 | |
Year-End Recap: The Most Important RightCapital Product Updates of 2023 You Should Know | December 29th, 2023 | |
A Guide To Running Reports | December 22nd, 2023 | |
Effective Debt Reduction Strategies | December 15th, 2023 | |
Managing Account Distributions | December 8th, 2023 | |
Year-End Tax Planning & Charitable Giving (No CFP® CE credit available for replay) | December 6th, 2023 | |
🎓 RightCapital Academy: Back to Basics - Cash Management | December 1st , 2023 | |
Case Study on Business Owners | November 24th, 2023 | |
Mastering the Enhanced Vault | November 17th, 2023 | |
Financial Planning Opportunities with Workplace Retirement Savings Plans (No CFP® CE credit available for replay) | November 15th, 2023 | |
Tax Estimate Case Study | November 10th, 2023 | |
Creating & Comparing Multiple Plans | November 3rd, 2023 | |
Assessing Risk in a Financial Plan | October 27th, 2023 | |
Roth Conversion Case Study | October 20th, 2023 | |
Retirement Planning & Navigating Medicare Decisions (No CFP® CE credit available for replay) | October 18th, 2023 | |
Advanced Overview of Client Settings | October 13th, 2023 | |
Leveraging Updated Tasks Module and Task Templates | September 29th, 2023 | |
Attract Gen X/Y Clients with Student Loan Planning (No CFP® CE credit available for replay) | September 27th, 2023 | |
Tips for Using the Enhanced Budgeting Module | September 22nd, 2023 | |
🎓 RightCapital Academy: Back to Basics Part 5 | September 15th, 2023 | |
How to Model Top 5 Retirement What-If Scenarios | September 8th, 2023 | |
How to Analyze Client Insurance Needs | September 1st, 2023 | |
How To Make RightCapital Yours | August 30th, 2023 | |
PreciseFP + RightCapital Integration Overview | August 29th, 2023 | |
Optimizing Social Security (No CFP® CE credit available for replay) | August 25th, 2023 | |
Adapting Financial Planning Strategies to Volatile Inflation (No CFP® CE credit available for replay) | August 23rd, 2023 | |
🎓 RightCapital Academy: Back-to-Basics Refresher Training Part 4 | August 18th, 2023 | |
How Advisors Use RightCapital + Wealthbox to Make Financial Planning A Breeze | August 16th, 2023 | |
Elevate Your Practice with Dynamic Retirement Spending | August 11th, 2023 | |
Exploring Future Asset Purchases | July 28th, 2023 | |
Showcasing the Latest Product Updates | July 21st, 2023 | |
Taking Visuals to the Next Level | July 19th, 2023 | |
🎓 RightCapital Academy: Back-to-Basics Refresher Training Part 3 | July 14th, 2023 | |
Using Templates to Streamline Onboarding & Add Value to the Client Portal | July 7th, 2023 | |
Mastering the Student Loan Module | June 30th, 2023 | |
Adapting Financial Planning Strategies to Volatile Inflation (No CFP® CE credit available for replay) | June 28th, 2023 | |
Tips for Running a College Funding Analysis | June 23rd, 2023 | |
Analyzing Pension Options in a Financial Plan | June 16th, 2023 | |
Mastering Sample Tax Forms | June 9th, 2023 | |
Tips for Creating & Comparing Multiple Plans | June 2nd, 2023 | |
RightCapital & Three Crowns Present: How to Use Storytelling in Your Marketing | May 31st, 2023 | |
🎓 RightCapital Academy: Back-to-Basics Refresher Training Part 2 | May 26th, 2023 | |
Elevate Your Practice with Dynamic Retirement Spending (No CFP® CE credit available for replay) | May 24th, 2023 | |
Showcasing the Latest Product Updates | May 19th, 2023 | |
Uncover Growth Opportunities Using the RightIntel™ | May 12th, 2023 | |
Attract New Clients with Debt Planning Opportunities (No CFP® CE credit available for replay) | May 10th, 2023 | |
Pro Tips for Modeling Annuities | May 5th, 2023 | |
Optimizing Social Security | April 28th, 2023 | |
Attract New Clients with Debt Planning Opportunities (No CFP® CE credit available for replay) | April 26th, 2023 | |
Mastering Cash Flow Reports | April 21st, 2023 | |
🎓 RightCapital Academy: Back-to-Basics Refresher Training | April 14th, 2023 | |
Helpful Hints for Modeling Stock Plans | March 31st, 2023 | |
Pro-Tips for Modeling Retirement Spending Strategies | March 24th, 2023 | |
Benefits of Tax-Efficient Distribution Strategies (No CFP® CE credit available for replay) | March 22nd, 2023 | |
RightCapital Presents: Helpful Hints for Insurance Needs Analysis | March 17th, 2023 | |
RightCapital Presents: Tips for Using the Enhanced Budgeting Module | March 10th, 2023 | |
IDFA & RightCapital Present: Divorce & It's Impact on Your Clients | March 9th, 2023 | |
Helpful Hints for Modeling Roth Conversions | March 3rd, 2023 | |
Attract Gen X/Y Clients with Student Loan Planning (No CFP® CE credit available for replay) | February 28th, 2023 | |
Tips and Tricks for using the Debt Management Module | February 24th, 2023 | |
RightCapital Recap - Showcasing the Latest Product Updates | February 17th, 2023 | |
Helpful Hints for Estate Planning in RightCapital | February 10th, 2023 | |
Mastering Asset Allocation Methods in Financial Plans | February 3rd, 2023 | |
Tips for Running a Life Insurance Needs Analysis | January 27th, 2023 | |
Mastering the Snapshot Report | January 20th, 2023 | |
Tips for Leveraging the Blueprint™ Module | January 13th, 2023 | |
Exciting Planning Opportunities with SECURE Act 2.0 (No CFP® CE credit available for replay) | January 12th, 2023 |
