Upcoming and Most Recent Webinars
RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain.
Here you will find our upcoming webinars and our most recent webinars.
We also hold twice
Recurring Training Webinars
Every Tuesday at 2:00 pm ET - Creating Your First Plan: Overview of settings, data entry and key analysis tools. Plus Q & A.
Every Thursday at 2:00 pm ET - Presenting Your First Plan: Review tips and tricks for presenting financial plans. Plus Q & A.
Every 2nd Wednesday of the Month at 1pm ET - Monetizing Financial Planning Services: Learn how successful advisors leverage client access, set fee structures and bill directly through RightPay. Plus Q & A.
Upcoming Webinars
All webinars at
December 4th 2020- Social Security Tips and Tricks: Join us as we Illustrate best practices for detailing and optimizing Social Security income.
Past Webinars
To view recordings of prior webinars:
- Click on the date
- Enter your name and email address
- Click on 'Register' (you will be taken directly to the video)
November 20th, 2020- Modeling Business Assets
November 18th, 2020 - Story Telling to Establish a Personal Brand with guest speaker Justin Castelli
November 13, 2020: Roth Conversions Tips & Tricks
November 6th, 2020- Updated Estate Planning Module
October 30, 2020- Modeling Stock Plans in RightCapital
October 23, 2020- Updated Cash Value Life Insurance
October 16, 2020 - Understanding Student Loan Analysis
October 10, 2020 - Updated Debt Analysis Tool
September 25, 2020 - Reviewing Updated Property Relocation Goals
September 11, 2020 - Streamline Client Communication with Updated Tasks Tool
September 4, 2020 - Adding Tax-Efficient Distributions to a Financial Plan
August 28, 2020 - Illustrating Annuity Income Strategies in a Financial Plan
August 21, 2020 - Reviewing Long-Term Care Analysis
August 20, 2020 - Utilizing Personality Traits to Enhance Client Connection, Communication & Convincing featuring Preston Cherry
August 14, 2020 - Modeling a Tax Smart Savings Strategy
August 7, 2020 - Reflecting Multiple Planning Scenarios in a Financial Plan
July 31, 2020 - Modeling Social Security Strategies
July 24, 2020 - RightCapital Recap: Product Updates & Enhancements
July 17, 2020 - Modeling Different Investment Strategies
July 10, 2020 - Tax Forms: Tips and Tricks
June 26, 2020 - Mastering RightCapital Fundamentals
June 24, 2020 - Grow Your Business: Attract Gen X/Y Clients with Student Loan Planning (CFP CE)
June 19, 2020 - Education Analysis Tool
June 12, 2020 - Reviewing Cash Management Scenarios
June 11, 2020 - Grow Your Business: Subscription-Based Financial Planning
June 5, 2020 - Modeling Pension Options + Q&A
June 2, 2020 - Grow Your Business: Planning with Workplace Retirement Savings (CFP CE)
May 29, 2020 - Presenting Insurance Analysis Tools
May 28, 2020 - Grow Your Business: Financial Planning with Reverse Mortgage (CFP CE)
May 22, 2020 - Modeling Social Security Strategies
May 15, 2020 - Reviewing Updated Assumptions
May 13, 2020 - Grow Your Business: Presenting to Clients Remotely
May 8, 2020 - Modeling Trust Strategies
May 1, 2020 - Updated Budgeting Tool Overview
April 28, 2020 - Grow Your Business: Planning with Workplace Retirement Savings (CFP CE)
April 24, 2020 - Demonstrating Client Access to Mobile App
April 17, 2020 - Roth Conversion Tips & Tricks
April 10, 2020 - Reviewing Student Loan Analysis Tool
March 31, 2020 - Grow Your Business: Tax Preferred Savings Strategy (CE)
March 26, 2020 - Grow Your Business: The Path to a High Growth Independent Practice Join guest speaker Patrick Brewer.
February 27, 2020 - Grow Your Business: Utilizing Annuities with a Tax Smart Retirement Income Strategy (CE)
February 21, 2020 - Marketing Materials Overview
February 20, 2020 - Introducing RightPay
February 19, 2020 - Grow Your Business: Differentiating Yourself as a Financial Advisor
February 14, 2020 - Weekly Educational Webinar
February 7, 2020 - Debt Strategies
January 31, 2020 - In Case You Missed It: Recent Product Updates
January 29, 2020 - Grow Your Business: Exciting Planning Opportunities with the SECURE Act
January 24, 2020 - Creating Multiple Proposed Plans
January 23, 2020 - Grow Your Business with the RightCapital Leads Program
January 17, 2020 - Annuities and Lifetime Income Strategies
January 9, 2020 - Creating Your First Plan
January 10, 2020 - Glide Path Overview
December 20, 2019 - Comparing Pension Options
December 13, 2019 - Illustrating a Roth Conversion
December 12, 2019 - Grow Your Business webinar with guest speaker Jen Goldman
December 6, 2019 - Client On-Boarding Overview
December 5, 2019 - Grow Your Business: Teach Your Clients How to Avoid the 5 Financial Pitfalls of Divorce (CFP CE)
November 22, 2019 - Modeling Investment Allocations and review sequence of return scenarios
November 21, 2019 - Grow Your Business with Tax-smart saving strategies (CE)
November 20, 2019 - See the Enhanced RightCapital/ Advyzon Integration in Action
November 15, 2019 - Illustrating Future Property Purchases
November 13, 2019 - Grow Your Business: Using Advisor Technology to Market Your Firm
November 8, 2019 - Illustrating alternative options for client savings
November 1, 2019 - Review of New Cash Reserve Goal
October 31, 2019 - Grow Your Business: Retirement Healthcare Planning: Medicare Strategy Part 2 (CFP CE)
October 25, 2019 - Black Diamond SSO and See our New Updates in Action
October 23, 2019 - Grow Your Business: Designing Teams for Growth
October 18, 2019 - See our New Updates in Action
October 11, 2019 - Modeling annuities and annuity purchases
October 10, 2019 - Creating Your First Plan
October 4, 2019 - Reviewing different debt management scenarios
October 1, 2019 - See the New RightCapital/ Panoramix Integration in Action
September 27, 2019 - Review of new Growth Program Marketing Materials
September 24, 2019 - Grow Your Business: The Fortune is in the Follow-up: 4 Essentials for your Lead-to-Client Conversion System
September 23, 2019 - Grow Your Business: Retirement Healthcare Planning: Medicare Strategy (CFP CE)
September 20, 2019 - Illustrating Social Security Strategies
September 13, 2019 - Illustrating Business Income and Sale Scenarios
September 12, 2019 - See the new RightCapital/FinFolio Integration in Action
September 6, 2019 - Illustrating planning scenarios with tax implications
August 30, 2019 - How to Use the New Cash Flow Functionality
August 28, 2019 - See the new RightCapital/My529 Integration in Action
August 27, 2019 - Grow Your Business with Tax-Smart Savings Strategies
August 23, 2019 - Review of Budgeting Capabilities
August 14, 2019 - Grow Your Business Webinar - Retainer Pricing- What Should You Consider?
August 16, 2019 - Utilizing the RightCapital Stress Test
August 9, 2019 - Reflecting Different Savings Strategies for Clients
August 2, 2019 - Illustrating Different Student Loan Scenarios
July 31, 2019 - Grow Your Business: Stock Options and RS/RUS Planning (CFP CE)
July 26, 2019 - Illustrating the Impact of Long Term Care Cost and Insurance
July 17, 2019 - Grow Your Business By Narrowing Your Focus
July 19, 2019 - Mega Backdoor Roth Conversion Strategy
July 12, 2019 - Illustrating investment models and allocations
July 11, 2019 - Creating your first plan
June 28, 2019 - Selling properties and relocation
June 26, 2019 - Grow Your Business: 5 Building Blocks for Financial Advisor Growth Part 2
June 21, 2019 - Illustrating Client Pension Options
June 18, 2019 - Grow Your Business: Attract Gen X/Y Clients with Student Loan Planning (CFP CE)
June 14, 2019 - RightCapital Marketing Collateral Review
June 11, 2019 - See the new RightCapital/Capitect Integration in Action
June 7, 2019 - Stock option and Restricted Stock scenarios
May 31, 2019 - Client onboarding overview
May 29, 2019 - Grow Your Business: The Tax Cut and Jobs Act: How to handle clients that paid more (CFP CE)
May 24, 2019 - Weekly educational webinar: Qualified Distribution and Conversion Strategies
May 17, 2019 - How to use client settings to meet different client needs
May 10, 2019 - Illustrating Business Income and Distributions and Q&A.
May 3, 2019 - Review new Future/Today's Dollars Functionality and Q&A.
April 30, 2019 - Building Investment Education into Financial Planning (CFP CE).
April 26, 2019 - Review of New Annuity Features and Q&A.
April 24, 2019 (2pm ET) - Building an Exceptional Operational Experience.
April 12, 2019 - Client Onboarding Overview and Q&A
April 5, 2019 - Marketing Tips and Tricks and Q&A
March 29, 2019 - Client Access Overview and Q&A
March 27, 2019 (2pm ET) - Social Security Optimization Strategy (CFP CE)
March 22, 2019 - Illustrating planning scenarios - debt management
March 20, 2019 (2pm ET) - 5 Building Blocks for Financial Advisor Growth (Part 1: Specialization) w/ Patrick Brewer, CFA, CPA
March 15, 2019 - Review of New Property and Casualty Capabilities
March 8, 2019 - Illustrating planning scenarios - reflecting multiple scenarios within a household, plus Q&A
March 1, 2019 - Learn about the New RightCapital Checklists + Q&A
February 22, 2019 - Illustrating planning scenarios - Budgeting, including new enhancements
February 15, 2019 - Marketing review
February 8, 2019 - Illustrating planning scenarios – Roth Conversions
February 1, 2019 - Illustrating planning solutions: Social Security strategies
January 25, 2019 - Illustrating planning scenarios – Reviewing Student Loan Options
January 18, 2019 - Illustrating planning scenarios – Tax forms and tax tips
January 11, 2019 - Illustrating planning scenarios – Selling properties and relocation
January 9, 2019 - Grow Your Business - Incorporating Mortgage Financing Strategies into Your Practice (CFP CE)
January 4, 2019 - Illustrating planning scenarios – Showing the impact of multiple different savings options + Q&A
December 21st, 2018 - Illustrating planning scenarios – incorporating stock options in a plan
December 7th, 2018 - Client Onboarding: Presenting RightCapital to Your Clients + Q&A
November 30th, 2018 - 'In case you missed these features' + Q&A
November 16th, 2018 - Illustrating planning scenarios – showing the potential value of long term care insurance
November 13th, 2018 - Grow Your Business - Helping Clients Transition to Retirement with A Smart Tax Strategy w/ Kyle Moore
November 9th, 2018 - Illustrating planning scenarios - modeling annuities and annuity purchases
November 2nd, 2018 - Illustrating planning scenarios - showing different pension options
October 31st, 2018 - Grow your business webinar – Retirement Healthcare Planning: Medicare Strategy
October 26th, 2018 - Tax update & illustrating tax information for clients, plus Q&A
October 23rd, 2018 (2:00 pm ET) - Grow Your Business - Helping Clients See How it All Fits Together: Using Financial Planning to Change Lives with Meg Bartelt
October 19th, 2018 - Illustrating Planning Scenarios - 'Medicare and Health Care Costs' + Q&A
October 12th, 2018 - Illustrating planning scenarios – ways to leverage the Stress Test function
October 5th, 2018 - Illustrating planning scenarios – qualified distributions & conversions
September 28th, 2018 - Mobile app review plus Q&A
September 25th, 2018 (2pm ET) - Grow Your Business webinar: Engage Pre-Retirees with a Discussion on Health Care Costs in Retirement (CFP CE)
September 21st, 2018 - Illustrating planning scenarios – business income and distributions
September 14th, 2018 - Illustrating planning scenarios – basic debt management, plus Q&A
September 7th, 2018 - Marketing Collateral Review + Q&A
August 31st, 2018 - Illustrating planning solutions - Roth Conversions + Q&A
August 28th. 2018 - Grow Your Business webinar - Building Investment Education into your Financial Planning Process
August 24th, 2018 - Ways to interact with clients plus Q&A
August 10th, 2018 - Illustrating planning solutions: Student loan case studies + Q&A
July 27th, 2018 - Illustrating planning solutions: Social Security strategies + Q&A
July 27th, 2018 - How to win millennial high income earner clients through project based financial planning.
July 24th, 2018 - Grow your business webinar – Attract Gen X/Y Clients with Student Loan Planning
July 20th, 2018 - Illustrating planning scenarios – showing different savings options, plus Q&A
July 13th, 2018 - Introduction to the Student Loan module and how to use it, plus Q&A
June 29th, 2018 - Illustrating planning scenarios - showing the impact of a potential annuity purchase + Q&A
June 22nd, 2018 - Using the RightCapital leads link and getting clients on the system
June 15th, 2018 - Illustrating planning scenarios - pension and other income scenarios, plus Q&A
June 13th, 2018 - Grow your business webinar - "5 New Model Principles for Building a Highly Profitable Advisory Firm" w/ guest speaker Patrick Brewer
June 8th, 2018 - Illustrating planning scenarios – Property and Relocation scenarios
May 30th, 2018 - Grow your business webinar – Stock Option and RS/RSU Planning (CFP CE)
May 25th, 2018 - Illustrating planning scenarios - flexibility in projecting investment returns for different client scenarios, plus Q&A
May 18th, 2018 - Illustrating planning scenarios – showing impacts of new tax laws, plus Q&A
May 15th, 2018 - Grow Your Business webinar - How to Attract Gen X/Y clients with Debt Management Strategies
May 11th, 2018 - Illustrating planning scenarios - life and long-term care insurance, plus Q&A
May 4th, 2018 - Introduction of Fidelity integration plus Q&A
April 27th, 2018 - Illustrating planning scenarios – reflecting clients' properties and businesses plus Q&A
April 25th, 2018 - How to Win Clients Near Retirement by Focusing on Tax Efficient Distribution Strategies (CFP CE)
April 20th, 2018 - Illustrating planning scenarios – distributions and conversions
April 13th, 2018 - Retainer model in financial planning, with special guest speaker Arlene Moss from XY Planning Network
April 6th, 2018 - Illustrating planning scenarios – Ways to show different investment strategies & returns
March 29th, 2018 - Review of the new Estate Planning module plus Q&A
March 23rd, 2018 - Illustrating planning scenarios – delaying Social Security and Relocation options
March 16th, 2018 - Review of new trust options, plus Q&A
March 9th, 2018 - Review custom glide path feature, plus Q&A
March 2nd, 2018 - Illustrating planning scenarios: how to illustrate existing or proposed annuities, plus Q&A
February 28th, 2018 - Grow your business webinar – Social Security Optimization
February 23rd, 2018 - Illustrating planning scenarios: identifying & illustrating different savings options; showing lump-sum vs annual pension
February 20th, 2018 - Grow Your Business PM - Use innovative financial planning ideas to differentiate your practice
February 15th, 2018 - Betterment and RightCapital Integration
February 9th, 2018 - Veo One, Betterment integration, overall integrations update plus Q&A
February 2nd, 2018 - Assumption update; overall review of investment capabilities.
January 30th, 2018 - Grow Your Business Webinar - Impress Clients and Prospects with a Discussion on the Tax Cut and Jobs Act
January 26th, 2018 - Product updates: asset-based fees, using income distributions & RMDs including illustrating impact of distributions, plus Q&A,
January 19th, 2018 - Review of new TCJA tax changes and associated capabilities, plus Q&A
January 18th, 2018 - Grow Your Business Webinar - Maximize your marketing content with XYPN's Director of Marketing Jennifer Mastrud
January 12th, 2018 - Walkthrough and review of new custom asset class functionality
January 5th, 2018 - Review of how and when to use different planning methods and glide path for individual clients, plus Q&A.
December 22nd, 2017 - Review of custom email invitations and Q&A
December 15th, 2017 - How to interpret cash flows under different planning methods, plus Q&A
December 8th, 2017 - "In case you missed these features" review + Q&A
December 6th, 2017 - Grow Your Business Webinar - Transform your business through process, people, and technology with guest speaker Jennifer Goldman
December 1st, 2017 - Review of budgeting capabilities, including new memory function
November 17th, 2017 - Special guest speaker Kali Hawlk on "Building a Simple Social Media Strategy"
November 10th, 2017 - New SEI and SSG integrations, plus review of annuity capabilities
November 3rd, 2017 - Retainer model in financial planning with special guest Arlene Moss, Executive Business Coach with XYPN.
October 27th, 2017 - Municipal bonds & other updates + Q&A
October 25th, 2017 - Grow Your Business with Social Security Optimization
October 20th, 2017 - How to create a simple plan in 10 minutes, plus Q&A
October 13th, 2017 - Q&A discussing distributions, taxes, integrations, and more.
October 6th, 2017 - New Prospecting Video, Leads Program and Investopedia Advisor Insight Program
September 29th, 2017 - Review new Medicare module plus Q&A
September 27th, 2017 - Grow your business webinar – Stock Option and RS/RSU Planning (CFP CE)
September 22nd, 2017 - RightCapital Webinar - Review product enhancements - defaults and improvements - and Q&A
September 15th, 2017 - Overview of all of our integration capabilities, plus Q&A
September 8th, 2017 - Review new stock plan capabilities for options, RSUs, and restricted stock, plus Q&A
September 1st, 2017 - Review password reset functionality and client access controls, plus Q&A
August 30th, 2017 - Grow your business webinar – Student Loans
August 25th, 2017 - Review new vault functionality, tips on how to use RightCapital’s features to communicate with clients, plus Q&A
August 18th, 2017 - Updated Redtail integration, plus Q&A
August 11th, 2017 - Review best practices for getting clients up and running on RightCapital and presenting a simple plan, plus Q&A
August 4th, 2017 - Review property and relocation enhancements and capabilities, and Q&A
July 28th, 2017 - Review of how to input annuities, insurance, business information, and more, plus Q&A
July 26th, 2017 - Grow your business webinar – Medicare Strategy - 2017
July 21st, 2017 - Review of new LTC module and comparison charts, plus Q&A
July 14th, 2017 - Review of TCA integration plus new report option, and Q&A
June 30th, 2017 - Review of multiple plan capabilities & updates, including use cases, and Q&A
June 28th, 2017 - Grow your business webinar – a discussion about health care costs in retirement
June 23rd, 2017 - Review different cash flow calculation methods and Q&A
June 16th, 2017 - Investment return assumptions, models, scenarios, and Q&A
June 9th, 2017 - Review of tax-efficient distribution capabilities and Q&A
June 2nd, 2017 - Review color scheme updates and notes receivable, plus Q&A [apologies for the audio issues midway through; it does come back after about 2 minutes]
May 26th, 2017 - Reviewed the new Multiple Scenario / plan functionality and an illustration of how to use it to show different options to clients, plus Q&A
May 24th, 2017 - Grow your business webinar – illustrate power of annuities in retirement planning
May 19th, 2017 - Review product updates and Q&A
May 12th, 2017 - How to use the Retirement Analysis to illustrate LTC, life insurance needs, and different savings options, plus Q&A
May 5th, 2017 - Invoices, Logos, plus a review of enterprise capabilities and client interactions, plus Q&A
April 28th, 2017 - New features: Deferred Comp accounts plus increased savings and income distribution capabilities
April 26th, 2017 - Best practices on using RightCapital Leads to engage prospects
April 21st, 2017 - Review product updates and Q&A
April 14th, 2017 - Review of our latest product enhancement providing increased flexibility and Q&A
March 24th, 2017 - RightCapital demo walk through and Q&A
March 10th, 2017 - Albridge integration and illustrating income and withdrawal %ges using custom scenarios
February 24th, 2017 - Review product enhancements and Q&A
February 10th, 2017 - Using debt reduction strategies to engage prospects. Access the slides from the presentation.
January 27th, 2017 - RightCapital walk through
January 13th, 2017 - Review of enterprise and team functionality
January 6th, 2017 - Review recent product enhancements focused on expanding data entry capabilities with Q&A
December 21st, 2016 - Review the enhancement to invite both clients in a couple and assign tasks to individual clients or both.
December 8th, 2016 - How to use RightCapital Leads to attract prospects with marketing expert Kristin Harad. See details on how to sign up with Investopedia's Advisor Insights! You can also access the slides from the presentation.
November 18th, 2016 - Engage prospects with a conversation on Social Security strategy. Download the slides from the presentation.
November 11th, 2016 - Product enhancements - enhanced savings and securities options
November 10th, 2016 - Joint webinar with Wealthbox CRM to give high-level overview of Wealthbox and RightCapital
November 4th, 2016 - Quick product update and 'Did you know?' refresh on budgeting, calculation options, and vault.
October 21st, 2016 - Miscellaneous product updates - balance sheet details, data entry update, hiding the client list, etc.
October 7th, 2016: Utilizing a tax-efficient distribution strategy to save clients $$. Access the Tax-Efficient Distribution Slides referenced in the webinar.
September 30th, 2016: New product updates - qualified distributions and calculation enhancements
September 23rd, 2016: Review our new lead generation tool, RightCapital Leads
September 16th, 2016: Riskalyze integration
September 9th, 2016: Wealthbox CRM integration, annuity setup and new income module illustrating fixed / indexed/ variable annuities and lifetime income benefits