RightCapital is committed to enabling your success. We set aside time each week 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.
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 | Link |
|---|---|---|---|
Attract Gen X/Y Clients with Student Loan Planning (1 CFP® CE) | September 27th | 1:00 PM EST | |
Leveraging Updated Tasks Module and Task Templates | September 29th | 1:00 PM EST | |
Mastering Cash Flows | October 6th | 1:00 PM EST | |
Advanced Overview of Client Settings | October 13th | 1:00 PM EST |
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 | 2:00 PM ET | |
Presenting your First Plan | Every Thursday | 2:00 PM ET | |
Monetizing Financial Planning | 2nd Wednesday of Each Month | 1:00 PM ET |
Watch Past Webinars
To view recordings of prior webinars:
Search for the previous webinar and click "Watch Recording"
Enter your name and email address
Click on 'Register' (you will be taken directly to the video)
Previously Recorded Webinars | Date | Watch |
|---|---|---|
Tips for Using the Enhanced Budgeting Module | September 22nd | |
🎓 RightCapital Academy: Back to Basics Part 5 | September 15th | |
How to Model Top 5 Retirement What-If Scenarios | September 8th | |
How to Analyze Client Insurance Needs | September 1st | |
How To Make RightCapital Yours | August 30th | |
PreciseFP + RightCapital Integration Overview | August 29th | |
Optimizing Social Security (No CFP® CE credit available for replay) | August 25th | |
Adapting Financial Planning Strategies to Volatile Inflation (No CFP® CE credit available for replay) | August 23rd | |
🎓 RightCapital Academy: Back-to-Basics Refresher Training Part 4 | August 18th | |
How Advisors Use RightCapital + Wealthbox to Make Financial Planning A Breeze | August 16th | |
Elevate Your Practice with Dynamic Retirement Spending | August 11th | |
Exploring Future Asset Purchases | July 28th | |
Showcasing the Latest Product Updates | July 21st | |
Taking Visuals to the Next Level | July 19th | |
🎓 RightCapital Academy: Back-to-Basics Refresher Training Part 3 | July 14th | |
Using Templates to Streamline Onboarding & Add Value to the Client Portal | July 7th | |
Mastering the Student Loan Module | June 30th | |
Adapting Financial Planning Strategies to Volatile Inflation (No CFP® CE credit available for replay) | June 28th | |
Tips for Running a College Funding Analysis | June 23rd | |
Analyzing Pension Options in a Financial Plan | June 16th | |
Mastering Sample Tax Forms | June 9th | |
Tips for Creating & Comparing Multiple Plans | June 2nd | |
RightCapital & Three Crowns Present: How to Use Storytelling in Your Marketing | May 31st | |
🎓 RightCapital Academy: Back-to-Basics Refresher Training Part 2 | May 26th | |
Elevate Your Practice with Dynamic Retirement Spending (No CFP® CE credit available for replay) | May 24th | |
Showcasing the Latest Product Updates | May 19th | |
Uncover Growth Opportunities Using the RightIntel™ | May 12th | |
Attract New Clients with Debt Planning Opportunities (No CFP® CE credit available for replay) | May 10th | |
Pro Tips for Modeling Annuities | May 5th | |
Optimizing Social Security | April 28th | |
Attract New Clients with Debt Planning Opportunities (No CFP® CE credit available for replay) | April 26th | |
Mastering Cash Flow Reports | April 21st | |
🎓 RightCapital Academy: Back-to-Basics Refresher Training | April 14th | |
Helpful Hints for Modeling Stock Plans | March 31st | |
Pro-Tips for Modeling Retirement Spending Strategies | March 24th | |
Benefits of Tax-Efficient Distribution Strategies (No CFP® CE credit available for replay) | March 22nd | |
RightCapital Presents: Helpful Hints for Insurance Needs Analysis | March 17th | |
RightCapital Presents: Tips for Using the Enhanced Budgeting Module | March 10th | |
IDFA & RightCapital Present: Divorce & It's Impact on Your Clients | March 9th | |
Helpful Hints for Modeling Roth Conversions | March 3rd | |
Attract Gen X/Y Clients with Student Loan Planning (No CFP® CE credit available for replay) | February 28th | |
Tips and Tricks for using the Debt Management Module | February 24th | |
RightCapital Recap - Showcasing the Latest Product Updates | February 17th | |
Helpful Hints for Estate Planning in RightCapital | February 10th | |
Mastering Asset Allocation Methods in Financial Plans | February 3rd | |
Tips for Running a Life Insurance Needs Analysis | January 27th | |
Mastering the Snapshot Report | January 20th | |
Tips for Leveraging the Blueprint™ Module | January 13th | |
Exciting Planning Opportunities with SECURE Act 2.0 (No CFP® CE credit available for replay) | January 12th | |
Tax Forms Tips and Tricks | December 30th | |
Financial Planning with Reverse Mortgages | December 15th | |
RightCapital Presents: Social Security Tips and Tricks | December 9th | |
Tips & Tricks for Adjusting Asset Allocation Method | December 2nd | |
Year-End Tax Planning & Charitable Giving (No CFP® CE credit available for replay) | November 29th | |
Tips for Running an Education Funding Analysis | November 25th | |
Connect with Clients using RightIntel Dashboard & Notification Center | November 18th | |
Visualization Tools & the Financial Planning Process | November 17th | |
RightCapital Presents Tips for Modeling Annuities | November 11th | |
Attract New Clients with Tax Smart Savings Strategies (No CFP® CE credit available for replay) | November 1st | |
Helpful Hits for Modeling Stock Plans | October 28th | |
How to Level-up Your Client Onboarding | October 26th | |
Tips and Tricks for Comparing Pension Options | October 14th | |
Explore Future Asset Purchases in RightCapital | October 7th | |
Retirement Planning & Navigating Medicare Decisions (No CFP® CE credit available for replay) | September 22nd | |
Tips for Modeling Cash Value Life Insurance | September 16th | |
Pro Tips for Modeling Retirement Spending Strategies | August 26th | |
Tips and Tricks for Modeling Investment Strategies | August 19th | |
Exciting Planning Opportunities with Proposed SECURE Act 2.0 (No CFP® CE credit available for replay) | July 28th |
