Will my changes in the Education module flow into the Retirement Analysis?

They can! While this will not occur by default, you can choose to implement your education funding proposal within the Proposed plan in the Retirement Analysis by toggling on a specific strategy.

To apply an education proposal, visit the Retirement Analysis module and access the action items at the bottom of the screen. On the right side of the action items, isolate the 'Education Strategy' dropdown, and choose the 'Education Proposal' option. Once you click Refresh in the lower right, details from the Education module will flow into the Proposed plan:

Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!