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, or watch an instant replay with this link.

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
RightCapital ReCap: Showcasing our Latest Product UpdatesRightCapital TrainingMay 27th 1:00PM EDTRegister 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
Tax Forms: Tips and TricksRightCapital TrainingMay 20thWatch Recording
Overview of Income DistributionsRightCapital TrainingMay 13thWatch Recording
Tips and Tricks for Comparing Pension OptionsRightCapital TrainingMay 6th Watch Recording
Grow your Business with RightCapital Leads ProgramPractice ManagementApril 29thWatch Recording
Helpful Hints for Modeling Stock Plans RightCapital TrainingApril 29th Watch Recording
Attract New Clients through Social Security Optimization No CFP® CE credit available for replayPractice ManagementApril 28th Watch Recording
RightCapital Recap: Showcasing our Latest Product UpdatesRightCapital TrainingApril 8th Watch Recording
Tips and Tricks for Modeling Cash Value Life InsuranceRightCapital TrainingApril 8th Watch Recording
Client Communication During Volatile MarketsRightCapital TrainingMarch 30th Watch Recording
Explore Future Asset Purchases in RightCapitalRightCapital TrainingApril 1stWatch Recording
Helpful Hints for Using Budgeting ToolRightCapital TrainingMarch 25th Watch Recording
Elevate your Practice with Dynamic Retirement Spending No CFP® CE credit available for replayPractice ManagementMarch 24th Watch Recording
RightCapital Recap: Latest Product ShowcaseRightCapital TrainingMarch 18th Watch Recording
Helpful Hints when Using the Student Loan ModuleRightCapital TrainingMarch 11th Watch Recording
Tips and Tricks for Using Education ModuleRightCapital TrainingMarch 4th Watch Recording
Tips and Tricks for Modeling Roth ConversionsRightCapital TrainingFebruary 25th Watch Recording
Tax-Smart Retirement Income with Annuities (No CFP® CE credit available for replay) Practice ManagementFebruary 24th Watch Recording
Helpful Hints for Insurance Needs Analysis RightCapital TrainingFebruary 18th Watch Recording
Grow you Business with RightCapital Marketing Materials RightCapital TrainingFebruary 16th Watch Recording
RightCapital’s Top 10 Product Features & Enhancements of 2021 RightCapital TrainingFebruary 11th Watch Recording
Debt Module: Tips and Tricks RightCapital TrainingFebruary 4thWatch Recording
Modeling Business Assets: Tips and Tricks RightCapital TrainingJanuary 28th Watch Recording
Social Security: Tips and Tricks RightCapital TrainingJanuary 21stWatch Recording
RightCapital Recap RightCapital TrainingJanuary 14thWatch Recording
Customizing Return Scenarios RightCapital TrainingJanuary 7thWatch Recording
Attract New Clients with RightCapital’s Prospecting Videos Practice ManagementDecember 18thWatch Recording
RightCapital Recap: Latest Product Showcase RightCapital TrainingDecember 17thWatch Recording
Tax Preferred Savings Strategies (No CFP® CE credit available for replay) RightCapital TrainingDecember 16thWatch Recording
Helpful Hints when Modeling Cash Value Life Insurance RightCapital TrainingDecember 10thWatch Recording
Tax Forms: Tips and Tricks RightCapital TrainingDecember 3rdWatch Recording
Helpful Hints for Modeling Pension Options RightCapital TrainingNovember 26thWatch Recording
Attract Gen X/Y Clients with Student Loan Planning (No CFP® CE credit available for replay) Practice Management November 18thWatch Recording
Annuity Income Strategies: Tips and Tricks RightCapital TrainingNovember 19thWatch Recording
Increased Planning Revenue with Dynamic Retirement Spending Strategies & How to Bill for It Practice Management November 10thWatch Recording
RightCapital Recap: Latest Product Showcase RightCapital TrainingNovember 5thWatch Recording
Presenting to Clients Remotely Practice ManagementOctober 27thWatch Recording
Cash Flows Tips and Tricks RightCapital TrainingOctober 29hWatch Recording
Helpful Hints for Modeling Stock Plans RightCapital TrainingOctober 22ndWatch Recording
Modeling Roth Conversions RightCapital TrainingOctober 8thWatch Recording
Planning with Reverse Mortgages (No CFP® CE credit available for replay) Practice ManagementOctober 5thWatch Recording
Client Communication Tools: Tips and Tricks RightCapital TrainingOctober 1stWatch Recording
Helpful Hints for using the Budgeting Tool RightCapital TrainingSeptember 24thWatch Recording
Tips and Tricks for using the Education Module RightCapital TrainingSeptember 17thWatch Reording
Retirement Planning: Navigating Medicare (No CFP® CE credit available for replay) Practice ManagementSeptember 15thWatch Recording
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

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

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