Webinars: Upcoming and Most Recent

RightCapital is committed to enabling your success. Each week, we set aside time to cover important planning modules and product updates, giving you a direct line of access to the experts behind the curtain.

In this article, users can 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 recurring training webinars every week to ensure that advisors have the tools they need to be successful. Whether you are just getting started 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 description of the webinar 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

Not subscribed yet? Sign up below for an interactive webinar designed to help you hit the ground running with RightCapital.

Trial User Webinar Date Time Registration
RightCapital Fast Track Training Every Monday1:00PM ETRegister Link

Upcoming Webinars

RightCapital users have access to a variety of free webinar content that is designed to cover important topics. Use the table below to register for any of our upcoming webinars. Click the registration link to view a full description of the webinar before signing up.

Upcoming Webinars CategoryDateTime Registration
Client Communication Tools: Tips and Tricks RightCapital TrainingOctober 1st 1:00 PM ET Registration Link
Planning with Reverse Mortgages (1CFP® CE)October 5th 1:00 PM ET Registration Link

Watch Past Webinars

To view recordings of prior webinars:

1
Search for 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 seach for specific webinars use the keyboard shortcut Ctrl-F (for PC users) or Command-F (for Mac users) to find titles or dates quickly.

Previously Recorded Webinars CategoryDateWatch
Helpful Hints for using the Budgeting Tool RightCapital TrainingSeptember 24thWatch Recording
Tips and Tricks for using the Education Module RightCapital TrainingSeptember 17thRegistration Link
Retirement Planning: Navigating Medicare (No CFP® CE credit available for replay) Practice ManagementSeptember 15thRegistration Link
Explore Future Asset Purchases in RightCapital RightCapital TrainingSeptember 10thWatch Recording
RightCapital Recap: Showcasing our Latest Product Updates RightCapital TrainingSeptember 3rdWatch Recording
Helpful Hints for Using the Student Loan Module RightCapital TrainingAugust 27thWatch Recording
Elevate Your Practice with Dynamic Retirement Spending Strategies(No CFP® CE credit available for replay) Practice ManagementAugust 26thWatch Recording
Tips & Tricks for Adjusting Asset Allocation Method RightCapital TrainingAugust 20thWatch Recording
Grow Your Business with the RightCapital Leads Program Practice ManagementAugust 17thWatch Recording
Overview of Income Distributions RightCapital TrainingAugust 13thWatch Recording
RightCapital Recap: Showcasing our Latest Product Updates RightCapital TrainingAugust 6thWatch Recording
Adding Value with Dynamic Retirement Spending Strategies RightCapital TrainingJuly 30thWatch Recording
Utilizing Annuities with a Tax Smart Retirement Income Strategy (No CE credit available for replay) RightCapital TrainingJuly 28thWatch Recording
Social Security: Tips and Tricks RightCapital TrainingJuly 23rdWatch Recording
Education Planning for the Next Decade: Practical Strategies for Success w/ guest speaker Ross Riskin from AICCFC (No CE credit available for replay) Practice ManagementJuly 20thWatch Recording
Multiple Planning Scenarios: Tips and Tricks RightCapital TrainingJuly 16thWatch Recording
RightCapital Recap: Showcasing our Latest Product Updates RightCapital TrainingJuly 2ndWatch Recording
Estate Planning and Potential Tax Law Changes w/ Guest speaker Steve Lockshin, Founder of AdvicePeriod & Co-Founder of Vanilla Practice ManagementJune 30thWatch Recording
APEG & RightCapital Present Liquidity Opportunities in Rental Property(No CE credit available for replay) Practive ManagementJune 22ndWatch Recording
Tax Forms Tips and Tricks RightCapital TrainingJune 25thWatch Recording
Helpful Hints when Modeling Cash Value Life Insurance RightCapital TrainingJune 18thWatch Recording
Modeling Business Assets: Tips and Tricks RightCapital TrainingJune 11thWatch Recording
RightCapital ReCap: Showcasing our Latest Product Updates RightCapital TrainingJune 4thWatch Recording
Comparing Pension Options RightCapital TrainingMay 28thWatch Recording
RightCapital hosts Three Crowns Marketing: How to Transition Seminars to a Virtual Audience Practice ManangementMay 27thWatch Recording
Annuity Income Strategies: Tips and Tricks RightCapital TrainingMay 21stWatch Recording
Stock Options, RS, & RSU's(No CE credit available for replay) Practice ManagementMay 18th Watch Recording
RightCapital ReCap: Showcasing our Latest Product Updates RightCapital TrainingMay 14thWatch Recording
Stock Plans: Tips and Tricks RightCapital TrainingMay 7thWatch Recording
Helpful Hints when Using the Budgeting Tool RightCapital TrainingApril 30thWatch Recording
Estate Planning for the Family Vacation Home (No CE credit available for replay) Practice Management April 29thWatch Recording
Roth Conversions Tips and Tricks RightCapital TrainingApril 23rdWatch Recording
RightCapital ReCap: Showcasing our Latest Product Updates RightCapital TrainingApril 16thWatch Recording
Attract Gen X/Y Clients with Student Loan Planning(No CE credit available for replay) Practice ManagementApril 13thWatch Recording
Cash Flow Reports: Tips and Tricks RightCapital TrainingApril 9thWatch Recording
Client Communication Tools: Tips and Tricks RightCapital TrainingMarch 26thWatch Recording
Current Divorce Landscape & Financial Planning Impact(No CE credit available for replay) Practice ManagementMarch 24thWatch Recording
Explore Future Asset Purchase Goals RightCapital TrainingMarch 19thWatch Recording
COVID-19 Tax Consideratios and Planning Strategies (No CE credit available for replay) Practice ManagementMarch 18thWatch Recording
RightCapital Recap: February Product Updates RightCapital TrainingMarch 12thWatch Recording
Education Module Overview RightCapital TrainingMarch 5thWatch Recording
Glide Path Tips & Tricks RightCapital TrainingFebruary 26thWatch Recording
Presenting to Clients Remotely Practice ManagementMarch 23thWatch Recording
Multiple Planning Scenarios RightCapital TrainingFebruary 19thWatch Recording
Updated Tax Module Overview RightCapital TrainingFebruary 12thWatch Recording
Review Planning Methodology RightCapital TrainingFebruary 5thWatch Recording
Updated Disability Insurance Module RightCapital TrainingJanuary 29thWatch Recording
Uncharted Territory: Biden’s Proposed Tax Policy (No CE credit available for replay) Practice ManagementJanuary 28thWatch Recording
Comparing Pension Options RightCapital TrainingJanuary 22ndWatch Recording
Workplace Retirement Plans Made Easy(No CE credit available for replay) Practice ManagementJanuary 21stWatch Recording
Overview of Income Distributions RightCapital TrainingJanuary 15thWatch Recording
Modeling Annuity Income Strategies RightCapital TrainingJanuary 8thWatch Recording
Tax Forms Tips and Tricks RightCapital TrainingDecember 18thWatch Recording
Customizing Return Sequences RightCapital TrainingDecember 11thWatch Recording
Social Security Tips and Tricks RightCapital TrainingDecember 4thWatch Recording
Modeling Business Assets RightCapital TrainingNovember 20thWatch Recording
Story Telling to Establish a Personal Brand Practice ManagementNovember 18thWatch Recording
Roth Conversions Tips & Tricks RightCapital TrainingNovember 13thWatch Recording
Estate Module Overview RightCapital TrainingNovember 6thWatch Recording
Modeling Stock Plans RightCapital TrainingOctober 30thWatch Recording
Modeling Cash Value Life Insurance RightCapital TrainingOctober 23rdWatch Recording
Understanding Student Loan Analysis RightCapital TrainingOctober 16thWatch Recording
Reviewing Debt Module RightCapital TrainingOctober 10thWatch Recording

To access the full archive of previously recorded webinars please click this link.

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