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 Tuesday | 2:00PM ET | Register Link |
| Presenting your First Plan | Every Thursday | 2:00PM ET | Register Link |
| Monetizing Financial Planning | 2nd Wednesday of Each Month | 1:00PM ET | Register 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 Monday | 1:00PM ET | Register 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 | Category | Date | Time | Registration |
|---|---|---|---|---|
| Tax Forms: Tips and Tricks | RightCapital Training | December 3rd | 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 | Category | Date | Watch |
|---|---|---|---|
| Helpful Hints for Modeling Pension Options | RightCapital Training | November 26th | Watch Recording |
| Attract Gen X/Y Clients with Student Loan Planning (No CFP® CE credit available for replay) | Practice Management | November 18th | Watch Recording |
| Annuity Income Strategies: Tips and Tricks | RightCapital Training | November 19th | Watch Recording |
| Increased Planning Revenue with Dynamic Retirement Spending Strategies & How to Bill for It | Practice Management | November 10th | Watch Recording |
| RightCapital Recap: Latest Product Showcase | RightCapital Training | November 5th | Watch Recording |
| Presenting to Clients Remotely | Practice Management | October 27th | Watch Recording |
| Cash Flows Tips and Tricks | RightCapital Training | October 29h | Watch Recording |
| Helpful Hints for Modeling Stock Plans | RightCapital Training | October 22nd | Watch Recording |
| Modeling Roth Conversions | RightCapital Training | October 8th | Watch Recording |
| Planning with Reverse Mortgages (No CFP® CE credit available for replay) | Practice Management | October 5th | Watch Recording |
| Client Communication Tools: Tips and Tricks | RightCapital Training | October 1st | Watch Recording |
| Helpful Hints for using the Budgeting Tool | RightCapital Training | September 24th | Watch Recording |
| Tips and Tricks for using the Education Module | RightCapital Training | September 17th | Watch Reording |
| Retirement Planning: Navigating Medicare (No CFP® CE credit available for replay) | Practice Management | September 15th | Watch Recording |
| Explore Future Asset Purchases in RightCapital | RightCapital Training | September 10th | Watch Recording |
| RightCapital Recap: Showcasing our Latest Product Updates | RightCapital Training | September 3rd | Watch Recording |
| Helpful Hints for Using the Student Loan Module | RightCapital Training | August 27th | Watch Recording |
| Elevate Your Practice with Dynamic Retirement Spending Strategies(No CFP® CE credit available for replay) | Practice Management | August 26th | Watch Recording |
| Tips & Tricks for Adjusting Asset Allocation Method | RightCapital Training | August 20th | Watch Recording |
| Grow Your Business with the RightCapital Leads Program | Practice Management | August 17th | Watch Recording |
| Overview of Income Distributions | RightCapital Training | August 13th | Watch Recording |
| RightCapital Recap: Showcasing our Latest Product Updates | RightCapital Training | August 6th | Watch Recording |
| Adding Value with Dynamic Retirement Spending Strategies | RightCapital Training | July 30th | Watch Recording |
| Utilizing Annuities with a Tax Smart Retirement Income Strategy (No CE credit available for replay) | RightCapital Training | July 28th | Watch Recording |
| Social Security: Tips and Tricks | RightCapital Training | July 23rd | Watch 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 Management | July 20th | Watch Recording |
| Multiple Planning Scenarios: Tips and Tricks | RightCapital Training | July 16th | Watch Recording |
| RightCapital Recap: Showcasing our Latest Product Updates | RightCapital Training | July 2nd | Watch Recording |
| Estate Planning and Potential Tax Law Changes w/ Guest speaker Steve Lockshin, Founder of AdvicePeriod & Co-Founder of Vanilla | Practice Management | June 30th | Watch Recording |
| APEG & RightCapital Present Liquidity Opportunities in Rental Property(No CE credit available for replay) | Practive Management | June 22nd | Watch Recording |
| Tax Forms Tips and Tricks | RightCapital Training | June 25th | Watch Recording |
| Helpful Hints when Modeling Cash Value Life Insurance | RightCapital Training | June 18th | Watch Recording |
| Modeling Business Assets: Tips and Tricks | RightCapital Training | June 11th | Watch Recording |
| RightCapital ReCap: Showcasing our Latest Product Updates | RightCapital Training | June 4th | Watch Recording |
| Comparing Pension Options | RightCapital Training | May 28th | Watch Recording |
| RightCapital hosts Three Crowns Marketing: How to Transition Seminars to a Virtual Audience | Practice Manangement | May 27th | Watch Recording |
| Annuity Income Strategies: Tips and Tricks | RightCapital Training | May 21st | Watch Recording |
| Stock Options, RS, & RSU's(No CE credit available for replay) | Practice Management | May 18th | Watch Recording |
| RightCapital ReCap: Showcasing our Latest Product Updates | RightCapital Training | May 14th | Watch Recording |
| Stock Plans: Tips and Tricks | RightCapital Training | May 7th | Watch Recording |
| Helpful Hints when Using the Budgeting Tool | RightCapital Training | April 30th | Watch Recording |
| Estate Planning for the Family Vacation Home (No CE credit available for replay) | Practice Management | April 29th | Watch Recording |
| Roth Conversions Tips and Tricks | RightCapital Training | April 23rd | Watch Recording |
| RightCapital ReCap: Showcasing our Latest Product Updates | RightCapital Training | April 16th | Watch Recording |
| Attract Gen X/Y Clients with Student Loan Planning(No CE credit available for replay) | Practice Management | April 13th | Watch Recording |
| Cash Flow Reports: Tips and Tricks | RightCapital Training | April 9th | Watch Recording |
| Client Communication Tools: Tips and Tricks | RightCapital Training | March 26th | Watch Recording |
| Current Divorce Landscape & Financial Planning Impact(No CE credit available for replay) | Practice Management | March 24th | Watch Recording |
| Explore Future Asset Purchase Goals | RightCapital Training | March 19th | Watch Recording |
| COVID-19 Tax Consideratios and Planning Strategies (No CE credit available for replay) | Practice Management | March 18th | Watch Recording |
| RightCapital Recap: February Product Updates | RightCapital Training | March 12th | Watch Recording |
| Education Module Overview | RightCapital Training | March 5th | Watch Recording |
| Glide Path Tips & Tricks | RightCapital Training | February 26th | Watch Recording |
| Presenting to Clients Remotely | Practice Management | March 23th | Watch Recording |
| Multiple Planning Scenarios | RightCapital Training | February 19th | Watch Recording |
| Updated Tax Module Overview | RightCapital Training | February 12th | Watch Recording |
| Review Planning Methodology | RightCapital Training | February 5th | Watch Recording |
| Updated Disability Insurance Module | RightCapital Training | January 29th | Watch Recording |
| Uncharted Territory: Biden’s Proposed Tax Policy (No CE credit available for replay) | Practice Management | January 28th | Watch Recording |
| Comparing Pension Options | RightCapital Training | January 22nd | Watch Recording |
| Workplace Retirement Plans Made Easy(No CE credit available for replay) | Practice Management | January 21st | Watch Recording |
| Overview of Income Distributions | RightCapital Training | January 15th | Watch Recording |
| Modeling Annuity Income Strategies | RightCapital Training | January 8th | Watch Recording |
| Tax Forms Tips and Tricks | RightCapital Training | December 18th | Watch Recording |
| Customizing Return Sequences | RightCapital Training | December 11th | Watch Recording |
| Social Security Tips and Tricks | RightCapital Training | December 4th | Watch Recording |
| Modeling Business Assets | RightCapital Training | November 20th | Watch Recording |
| Story Telling to Establish a Personal Brand | Practice Management | November 18th | Watch Recording |
| Roth Conversions Tips & Tricks | RightCapital Training | November 13th | Watch Recording |
| Estate Module Overview | RightCapital Training | November 6th | Watch Recording |
| Modeling Stock Plans | RightCapital Training | October 30th | Watch Recording |
| Modeling Cash Value Life Insurance | RightCapital Training | October 23rd | Watch Recording |
| Understanding Student Loan Analysis | RightCapital Training | October 16th | Watch Recording |
| Reviewing Debt Module | RightCapital Training | October 10th | Watch 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.