Webinars

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

Advisor Panel: How to Incorporate Tax Planning into Your Financial Planning Practice

February 23rd

1:00 PM ET

Register

Transform Your Workflows with RightFlows

March 1st

1:00 PM ET

Register

Expert Tips for Navigating Social Security

March 8th

1:00 PM ET

Register

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

Register

Overview of the Planning Modules

Every Wednesday

2:00 PM ET

Register

Presenting Your First Plan

Every Thursday

2:00 PM ET

Register

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)

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

Date

Watch

🎓 RightCapital Academy: Maximizing Retirement Analysis

February 16th

Watch Recording

Effective Debt Reduction Strategies (No CFP® CE credit available for replay)

February 14th

Watch Recording

Strategies for Optimizing Education Planning

February 9th

Watch Recording

Optimizing Equity Compensation: An overview of the new Stock Plan Module

February 2nd

Watch Recording

Introducing RightFlows: Your Ultimate Workflow Management Solution

January 26th

Watch Recording

A Comprehensive Guide to Utilizing Client Settings

January 19th

Watch Recording

Comparing Pension Payouts

January 12th

Watch Recording

Strategies for Managing Unpredictable Inflation (No CFP® CE credit available for replay)

January 10th

Watch Recording

Starting the Year Off Right(Capital)

January 5th

Watch Recording

Year-End Recap: The Most Important RightCapital Product Updates of 2023 You Should Know

December 29th

Watch Recording

A Guide To Running Reports

December 22nd

Watch Recording

Effective Debt Reduction Strategies

December 15th

Watch Recording

Managing Account Distributions

December 8th

Watch Recording

Year-End Tax Planning & Charitable Giving (No CFP® CE credit available for replay)

December 6th

Watch Recording

🎓 RightCapital Academy: Back to Basics - Cash Management

December 1st

Watch Recording

Case Study on Business Owners

November 24th

Watch Recording

Mastering the Enhanced Vault

November 17th

Watch Recording

Financial Planning Opportunities with Workplace Retirement Savings Plans (No CFP® CE credit available for replay)

November 15th

Watch Recording

Tax Estimate Case Study

November 10th

Watch Recording

Creating & Comparing Multiple Plans

November 3rd

Watch Recording

Assessing Risk in a Financial Plan

October 27th

Watch Recording

Roth Conversion Case Study

October 20th

Watch Recording

Retirement Planning & Navigating Medicare Decisions (No CFP® CE credit available for replay)

October 18th

Watch Recording

Advanced Overview of Client Settings

October 13th

Watch Recording

Leveraging Updated Tasks Module and Task Templates

September 29th

Watch Recording

Attract Gen X/Y Clients with Student Loan Planning (No CFP® CE credit available for replay)

September 27th

Watch Recording

Tips for Using the Enhanced Budgeting Module

September 22nd

Watch Recording

🎓 RightCapital Academy: Back to Basics Part 5

September 15th

Watch Recording

How to Model Top 5 Retirement What-If Scenarios

September 8th

Watch Recording

How to Analyze Client Insurance Needs

September 1st

Watch Recording

How To Make RightCapital Yours

August 30th

Watch Recording

PreciseFP + RightCapital Integration Overview

August 29th

Watch Recording

Optimizing Social Security (No CFP® CE credit available for replay)

August 25th

Watch Recording

Adapting Financial Planning Strategies to Volatile Inflation (No CFP® CE credit available for replay)

August 23rd

Watch Recording

🎓 RightCapital Academy: Back-to-Basics Refresher Training Part 4

August 18th

Watch Recording

How Advisors Use RightCapital + Wealthbox to Make Financial Planning A Breeze

August 16th

Watch Recording

Elevate Your Practice with Dynamic Retirement Spending

August 11th

Watch Recording

Exploring Future Asset Purchases

July 28th

Watch Recording

Showcasing the Latest Product Updates

July 21st

Watch Recording

Taking Visuals to the Next Level

July 19th

Watch Recording

🎓 RightCapital Academy: Back-to-Basics Refresher Training Part 3

July 14th

Watch Recording

Using Templates to Streamline Onboarding & Add Value to the Client Portal

July 7th

Watch Recording

Mastering the Student Loan Module

June 30th

Watch Recording

Adapting Financial Planning Strategies to Volatile Inflation (No CFP® CE credit available for replay)

June 28th

Watch Recording

Tips for Running a College Funding Analysis

June 23rd

Watch Recording

Analyzing Pension Options in a Financial Plan

June 16th

Watch Recording

Mastering Sample Tax Forms

June 9th

Watch Recording

Tips for Creating & Comparing Multiple Plans

June 2nd

Watch Recording

RightCapital & Three Crowns Present: How to Use Storytelling in Your Marketing

May 31st

Watch Recording

🎓 RightCapital Academy: Back-to-Basics Refresher Training Part 2

May 26th

Watch Recording

Elevate Your Practice with Dynamic Retirement Spending (No CFP® CE credit available for replay)

May 24th

Watch Recording

Showcasing the Latest Product Updates

May 19th

Watch Recording

Uncover Growth Opportunities Using the RightIntel™

May 12th

Watch Recording

Attract New Clients with Debt Planning Opportunities (No CFP® CE credit available for replay)

May 10th

Watch Recording

Pro Tips for Modeling Annuities

May 5th

Watch Recording

Optimizing Social Security

April 28th

Watch Recording

Attract New Clients with Debt Planning Opportunities (No CFP® CE credit available for replay)

April 26th

Watch Recording

Mastering Cash Flow Reports

April 21st

Watch Recording

🎓 RightCapital Academy: Back-to-Basics Refresher Training

April 14th

Watch Recording

Helpful Hints for Modeling Stock Plans

March 31st

Watch Recording

Pro-Tips for Modeling Retirement Spending Strategies

March 24th

Watch Recording

Benefits of Tax-Efficient Distribution Strategies (No CFP® CE credit available for replay)

March 22nd

Watch Recording

RightCapital Presents: Helpful Hints for Insurance Needs Analysis

March 17th

Watch Recording

RightCapital Presents: Tips for Using the Enhanced Budgeting Module

March 10th

Watch Recording

IDFA & RightCapital Present: Divorce & It's Impact on Your Clients

March 9th

Watch Recording

Helpful Hints for Modeling Roth Conversions

March 3rd

Watch Recording

Attract Gen X/Y Clients with Student Loan Planning (No CFP® CE credit available for replay)

February 28th

Watch Recording

Tips and Tricks for using the Debt Management Module

February 24th

Watch Recording

RightCapital Recap - Showcasing the Latest Product Updates

February 17th

Watch Recording

Helpful Hints for Estate Planning in RightCapital

February 10th

Watch Recording

Mastering Asset Allocation Methods in Financial Plans

February 3rd

Watch Recording

Tips for Running a Life Insurance Needs Analysis

January 27th

Watch Recording

Mastering the Snapshot Report

January 20th

Watch Recording

Tips for Leveraging the Blueprint™ Module

January 13th

Watch Recording

Exciting Planning Opportunities with SECURE Act 2.0 (No CFP® CE credit available for replay)

January 12th

Watch Recording

Tax Forms Tips and Tricks

December 30th

Watch Recording

Financial Planning with Reverse Mortgages

December 15th

Watch Recording

RightCapital Presents: Social Security Tips and Tricks

December 9th

Watch Recording

Tips & Tricks for Adjusting Asset Allocation Method

December 2nd

Watch Recording

Year-End Tax Planning & Charitable Giving (No CFP® CE credit available for replay)

November 29th

Watch Recording

Tips for Running an Education Funding Analysis

November 25th

Watch Recording

Connect with Clients using RightIntel Dashboard & Notification Center

November 18th

Watch Recording

Visualization Tools & the Financial Planning Process

November 17th

Watch Recording

RightCapital Presents Tips for Modeling Annuities

November 11th

Watch Recording

Attract New Clients with Tax Smart Savings Strategies (No CFP® CE credit available for replay)

November 1st

Watch Recording

Helpful Hits for Modeling Stock Plans

October 28th

Watch Recording

How to Level-up Your Client Onboarding

October 26th

Watch Recording

Tips and Tricks for Comparing Pension Options

October 14th

Watch Recording

Explore Future Asset Purchases in RightCapital

October 7th

Watch Recording

Retirement Planning & Navigating Medicare Decisions (No CFP® CE credit available for replay)

September 22nd

Watch Recording

Tips for Modeling Cash Value Life Insurance

September 16th

Watch Recording

Pro Tips for Modeling Retirement Spending Strategies

August 26th

Watch Recording

Tips and Tricks for Modeling Investment Strategies

August 19th

Watch Recording

Exciting Planning Opportunities with Proposed SECURE Act 2.0 (No CFP® CE credit available for replay)

July 28th

Watch Recording

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