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 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 |
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 | Date | Time | Registration | |
|---|---|---|---|---|
| RightCapital Presents: Helpful Hints for Modeling Stock Plans | March 31st | 1:00pm EST | Register Link | |
| 🎓 RightCapital Academy: Back-to-Basics Refresher Training | April 14th | 1:00pm EST | Register Link | |
| RightCapital Presents: Mastering Cash Flow Reports | April 21st | 1:00pm EST | Register Link | |
| RightCapital Presents: Optimizing Social Security | April 28th | 1:00pm EST | Register 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.
| Previously Recorded Webinars | Category | Date | Watch |
|---|---|---|---|
| RightCapital Presents: Pro-Tips for Modeling Retirement Spending Strategies | RightCapital Training | March 24th | Watch Recording |
| RightCapital Presents: Benefits of Tax-Efficient Distribution Strategies (No CFP® CE credit available for replay) | CFP® CE | March 22nd | Watch Recording |
| RightCapital Presents: Helpful Hints for Insurance Needs Analysis | RightCapital Training | March 17th | Watch Recording |
| RightCapital Presents: Tips for Using the Enhanced Budgeting Module | RightCapital Training | March 10th | Watch Recording |
| IDFA & RightCapital Present: Divorce & It's Impact on Your Clients | Practice Managment | March 9th | Watch Recording |
| Helpful Hints for Modeling Roth Conversions | RightCapital Training | March 3rd | Watch Recording |
| Attract Gen X/Y Clients with Student Loan Planning (No CFP® CE credit available for replay) | CFP® CE | February 28th | Watch Recording |
| Tips and Tricks for using the Debt Management Module | RightCapital Training | February 24th | Watch Recording |
| RightCapital Recap - Showcasing the Latest Product Updates | RightCapital Training | February 17th | Watch Recording |
| Managing Stress & Building Resilience for Financial Advisors | RightCapital Training | February 14th | Watch Recording |
| Helpful Hints for Estate Planning in RightCapital | RightCapital Training | February 10th | Watch Recording |
| Mastering Asset Allocation Methods in Financial Plans | RightCapital Training | February 3rd | Watch Recording |
| Tips for Running a Life Insurance Needs Analysis | RightCapital Training | January 27th | Watch Recording |
| Mastering the Snapshot Report | RightCapital Training | January 20th | Watch Recording |
| Tips for Leveraging the Blueprint™ Module | RightCapital Training | January 13th | Watch Recording |
| Exciting Planning Opportunities with SECURE Act 2.0 (No CFP® CE credit available for replay) | CFP® CE | January 12th | Watch Recording |
| RightCapital Recap - Showcasing the latest Product Updates | RightCapital Training | January 6th | Watch Recording |
| Tax Forms Tips and Tricks | RightCapital Training | December 30th | Watch Recording |
| Financial Planning with Reverse Mortgages | CFP® CE | December 15th | Watch Recording |
| 5 Steps to Optimize Your Advisory Firm for Google Maps | Guest Speaker: Brent Carnduff | December 13th | Watch Recording |
| RightCapital Presents: Social Security Tips and Tricks | RightCapital Training | December 9th | Watch Recording |
| Tips & Tricks for Adjusting Asset Allocation Method | RightCapital Training | December 2nd | Watch Recording |
| Year-End Tax Planning & Charitable Giving (No CFP® CE credit available for replay) | CFP® CE | November 29th | Watch Recording |
| Tips for Running an Education Funding Analysis | RightCapital Training | November 25th | Watch Recording |
| Connect with Clients using RightIntel Dashboard & Notification Center | RightCapital Training | November 18th | Watch Recording |
| Visualization Tools & the Financial Planning Process | Practice Management | November 17th | Watch Recording |
| RightCapital Presents Tips for Modeling Annuities | RightCapital Training | November 11th | Watch Recording |
| RightCapital Recap - Showcasing the latest Product Updates | RightCapital Training | November 4th | Watch Recording |
| Attract New Clients with Tax Smart Savings Strategies (No CFP® CE credit available for replay) | CFP® CE | November 1st | Watch Recording |
| Helpful Hits for Modeling Stock Plans | RightCapital Training | October 28th | Watch Recording |
| How to Level-up Your Client Onboarding | Practice Managment | October 26th | Watch Recording |
| Tips and Tricks for Comparing Pension Options | RightCapital Training | October 14th | Watch Recording |
| Explore Future Asset Purchases in RightCapital | RightCapital Training | October 7th | Watch Recording |
| Helpful Hints for Estate Planning in RightCapital | RightCapital Training | September 23rd | Watch Recording |
| Retirement Planning & Navigating Medicare Decisions (No CFP® CE credit available for replay) | CFP® CE | September 22nd | Watch Recording |
| Tips for Modeling Cash Value Life Insurance | RightCapital Training | September 16th | Watch Recording |
| Tips and Tricks for Analyzing the Student Loan Module | RightCapital Training | September 9th | Watch Recording |
| Accelerate Growth with Less Effort: How to improve your follow-up marketing for higher (& easier) conversion | Guest Speaker: Kristin Harad | September 14th | Watch Recording |
| Enhance Client Communication & Connection through a Customized Portal | Practice Management | August 31st | Watch Recording |
| Pro Tips for Modeling Retirement Spending Strategies | RightCapital Training | August 26th | Watch Recording |
| Attract New Clients with Stock Options and RS/RSU Planning (No CFP® CE credit available on reply) | Practice Management | August 25th | Watch Recording |
| Tips and Tricks for Modeling Investment Strategies | RightCapital Training | August 19th | Watch Recording |
| Helpful Hints for Life Insurance Needs Analysis | RightCapital Training | August 12th | Watch Recording |
| Helpful Hints for using the Debt Management Module | RightCapital TrainingJuly 29th | Watch Recording | |
| Exciting Planning Opportunities with Proposed SECURE Act 2.0 (No CFP® CE credit available for replay) | Practice Management | July 28th | Watch 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.