Webinars: Upcoming and Most Recent

RightCapital is committed to enabling your success. Each week, we set aside time 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.

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 Tuesday2:00PM ETRegister Link
Presenting your First Plan Every Thursday2:00PM ETRegister Link
Monetizing Financial Planning 2nd Wednesday of Each Month1:00PM ETRegister Link

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.

Upcoming Webinars DateTime Registration
RightCapital Presents: Helpful Hints for Modeling Stock Plans March 31st1:00pm ESTRegister Link
🎓 RightCapital Academy: Back-to-Basics Refresher TrainingApril 14th 1:00pm ESTRegister Link
RightCapital Presents: Mastering Cash Flow ReportsApril 21st1:00pm ESTRegister Link
RightCapital Presents: Optimizing Social SecurityApril 28th1:00pm ESTRegister Link

Watch Past Webinars

To view recordings of prior webinars:

1
Search for the previous webinar and click "Watch Recording"
2
Enter your name and email address
3

Click on 'Register' (you will be taken directly to the video)

Pro Tip: To search for specific webinars, use the keyboard shortcut Ctrl-F (for PC users) or Command-F (for Mac users) to find titles or dates quickly.

RightCapital Training
Previously Recorded Webinars CategoryDateWatch
RightCapital Presents: Pro-Tips for Modeling Retirement Spending StrategiesRightCapital TrainingMarch 24thWatch Recording
RightCapital Presents: Benefits of Tax-Efficient Distribution Strategies (No CFP® CE credit available for replay)CFP® CEMarch 22ndWatch Recording
RightCapital Presents: Helpful Hints for Insurance Needs AnalysisRightCapital TrainingMarch 17thWatch Recording
RightCapital Presents: Tips for Using the Enhanced Budgeting ModuleRightCapital TrainingMarch 10thWatch Recording
IDFA & RightCapital Present: Divorce & It's Impact on Your ClientsPractice ManagmentMarch 9thWatch Recording
Helpful Hints for Modeling Roth ConversionsRightCapital TrainingMarch 3rdWatch Recording
Attract Gen X/Y Clients with Student Loan Planning (No CFP® CE credit available for replay)CFP® CEFebruary 28thWatch Recording
Tips and Tricks for using the Debt Management ModuleRightCapital TrainingFebruary 24thWatch Recording
RightCapital Recap - Showcasing the Latest Product UpdatesRightCapital TrainingFebruary 17thWatch Recording
Managing Stress & Building Resilience for Financial AdvisorsRightCapital TrainingFebruary 14thWatch Recording
Helpful Hints for Estate Planning in RightCapitalRightCapital TrainingFebruary 10thWatch Recording
Mastering Asset Allocation Methods in Financial PlansRightCapital TrainingFebruary 3rdWatch Recording
Tips for Running a Life Insurance Needs AnalysisRightCapital TrainingJanuary 27thWatch Recording
Mastering the Snapshot ReportRightCapital TrainingJanuary 20thWatch Recording
Tips for Leveraging the Blueprint™ Module RightCapital TrainingJanuary 13thWatch Recording
Exciting Planning Opportunities with SECURE Act 2.0 (No CFP® CE credit available for replay) CFP® CEJanuary 12thWatch Recording
RightCapital Recap - Showcasing the latest Product Updates RightCapital TrainingJanuary 6thWatch Recording
Tax Forms Tips and TricksRightCapital TrainingDecember 30thWatch Recording
Financial Planning with Reverse MortgagesCFP® CE December 15thWatch Recording
5 Steps to Optimize Your Advisory Firm for Google MapsGuest Speaker: Brent Carnduff December 13thWatch Recording
RightCapital Presents: Social Security Tips and TricksRightCapital TrainingDecember 9thWatch Recording
Tips & Tricks for Adjusting Asset Allocation MethodRightCapital TrainingDecember 2ndWatch Recording
Year-End Tax Planning & Charitable Giving (No CFP® CE credit available for replay)CFP® CENovember 29thWatch Recording
Tips for Running an Education Funding AnalysisRightCapital TrainingNovember 25th Watch Recording
Connect with Clients using RightIntel Dashboard & Notification CenterRightCapital TrainingNovember 18th Watch Recording
Visualization Tools & the Financial Planning ProcessPractice ManagementNovember 17th Watch Recording
RightCapital Presents Tips for Modeling AnnuitiesRightCapital TrainingNovember 11th Watch Recording
RightCapital Recap - Showcasing the latest Product Updates RightCapital TrainingNovember 4th Watch Recording
Attract New Clients with Tax Smart Savings Strategies (No CFP® CE credit available for replay)CFP® CENovember 1st Watch Recording
Helpful Hits for Modeling Stock Plans RightCapital TrainingOctober 28th Watch Recording
How to Level-up Your Client Onboarding Practice ManagmentOctober 26th Watch Recording
Tips and Tricks for Comparing Pension Options RightCapital TrainingOctober 14th Watch Recording
Explore Future Asset Purchases in RightCapital RightCapital TrainingOctober 7th Watch Recording
Helpful Hints for Estate Planning in RightCapitalRightCapital TrainingSeptember 23rdWatch Recording
Retirement Planning & Navigating Medicare Decisions (No CFP® CE credit available for replay) CFP® CESeptember 22ndWatch Recording
Tips for Modeling Cash Value Life InsuranceRightCapital TrainingSeptember 16thWatch Recording
Tips and Tricks for Analyzing the Student Loan ModuleRightCapital TrainingSeptember 9thWatch Recording
Accelerate Growth with Less Effort: How to improve your follow-up marketing for higher (& easier) conversion Guest Speaker: Kristin HaradSeptember 14th Watch Recording
Enhance Client Communication & Connection through a Customized PortalPractice ManagementAugust 31stWatch Recording
Pro Tips for Modeling Retirement Spending StrategiesRightCapital TrainingAugust 26thWatch Recording
Attract New Clients with Stock Options and RS/RSU Planning (No CFP® CE credit available on reply) Practice Management August 25thWatch Recording
Tips and Tricks for Modeling Investment StrategiesRightCapital TrainingAugust 19thWatch Recording
Helpful Hints for Life Insurance Needs Analysis RightCapital TrainingAugust 12thWatch Recording
Helpful Hints for using the Debt Management ModuleJuly 29thWatch Recording
Exciting Planning Opportunities with Proposed SECURE Act 2.0 (No CFP® CE credit available for replay)Practice Management July 28thWatch Recording

To access the entire archive of previously recorded webinars, you can just click this link.

For additional assistance using RightCapital, please contact our advisor support team.