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.
Continuing Education Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
RightTraining Webinars
RightCapital users have access to a variety of 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.
Webinar | Date | Time | Link |
|---|---|---|---|
Uncover Growth Opportunities Using RightIntel™ | February 21st | 1:00 PM ET | |
A Guide to Modeling Properties | February 28th | 1:00 PM ET |
RightCapital 101 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.
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | February 20th | |
Creating Your First Plan | Tuesday | 2:00 PM ET | February 25th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | February 26th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | February 27th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | March 5th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | March 6th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | March 13th |
Watch Past Webinars
You can view recordings of previously hosted educational webinars whenever you'd like! Below you will find a full list of recorded webinars from the last 12-18 months. Simply click the 'Watch Recording' link to the right of a specific webinar to be taken to the recording.
Previously Recorded Webinars | Date | Watch |
|---|---|---|
Continuing Education: Implementing Effective Debt Reduction Strategies (No CFP® CE credit available for replay) | February 19th, 2025 | |
RightTraining: Maximizing Deductions Through Charitable Giving | February 14th, 2025 | |
RightTraining: A Case Study on Implementing Tax Strategies | February 7th, 2025 | |
RightTraining: Comprehensive Review of the Client Settings | January 31st, 2025 | |
Continuing Education: Maximizing Retirement Savings with Dynamic Spending Strategies (No CFP® CE credit available for replay) | January 29th, 2025 | |
RightTraining: Answering the Most Asked Questions on the Retirement Analysis | January 24th, 2025 | |
RightTraining: Introducing Tax Analyzer | January 17th, 2025 | |
RightTraining: Cash Flows 101 | January 10th, 2025 | |
RightTraining: Starting the Year Off Right(Capital) | January 3rd, 2025 | |
RightTraining: Modeling Annuities | December 27th, 2024 | |
RightTraining: To Buy or Not To Buy: Making Informed Asset Purchase Decisions | December 20th, 2024 | |
RightTraining: Optimizing Equity Compensation: An Overview of the Stock Plan Module | December 13th, 2024 | |
Continuing Education: Year-End Tax Planning & Charitable Giving (No CFP® CE credit available for replay) | December 11th, 2024 | |
RightTraining: Year-End Recap: The Most Important RightCapital Updates of 2024 | December 6th, 2024 | |
RightTraining: Modeling & Presenting Medicare Within RightCapital | November 22nd, 2024 | |
RightTraining: The Role of Behavioral Finance in Financial Planning (No CFP® CE credit available for replay) | November 20th, 2024 | |
RightTraining: Effective Debt Reduction Strategies | November 15th, 2024 | |
RightTraining: How To Build A Scalable Content Marketing Strategy | November 8th, 2024 | |
RightTraining: Modeling a Business | November 1st, 2024 | |
RightTraining: A Guide to Implementing Templates | October 25th, 2024 | |
RightTraining: Grow Revenue with Estate Plans: A RightCapital + EncorEstate Plans Success Story | October 18th, 2024 | |
RightTraining: Modeling the Most Common Retirement 'What-If' Scenarios | October 11th, 2024 | |
Continuing Education: Retirement Planning & Navigating Medicare Decisions (No CFP® CE credit available for replay) | October 9th, 2024 | |
RightTraining: Introducing Tax Strategies | October 4th, 2024 | |
RightTraining: Comparing Pension Options | September 27th, 2024 | |
Continuing Education: Strategic Long-Term Care Planning: Ensuring Comprehensive Care and Support (No CFP® CE credit available for replay) | September 25th, 2024 | |
RightTraining: Modeling Properties | September 20th, 2024 | |
RightTraining: Streamlining Vault Management | September 13th, 2024 | |
RightTraining: Expert Tips for Navigating Social Security | September 6th, 2024 | |
RightTraining: How to Analyze Long Term Care Needs | August 23rd, 2024 | |
Continuing Education: Student Loan Essentials: Comprehensive Strategies and Solutions (No CFP® CE credit available for replay) | August 21st, 2024 | |
RightTraining: RightCapital Mid-Year Check-in: Reviewing the Most Important Product Updates of 2024 | August 16th, 2024 | |
RightTraining: Creating & Comparing Multiple Plans | August 9th, 2024 | |
RightTraining: Leaving the Right Legacy | August 2nd, 2024 | |
Continuing Education: Understanding Fundamentals of Stock Plans (No CFP® CE credit available for replay) | July 24th, 2024 | |
RightTraining: Leveraging Annuity Models | July 19th, 2024 | |
RightTraining: Introducing Customized Client Onboarding | July 12th, 2024 | |
RightTraining: Strategies for Optimizing Education Planning | July 5th, 2024 | |
RightTraining: A Guide to Transitioning a Client's Asset Allocation | June 28th, 2024 | |
Continuing Education: Capitalizing on Tax-Smart Savings Strategies (No CFP® CE credit available for replay) | June 26th, 2024 | |
RightTraining: Running a Life Insurance Needs Analysis | June 21st, 2024 | |
RightTraining: Leveraging the RightIntel™ Dashboard | June 14th, 2024 | |
RightTraining: RightCapital & Morningstar Present: Inflation Through The Lens of An Economist | June 7th, 2024 | |
Continuing Education: Evaluating a Roth at Different Stages (No CFP® CE credit available for replay) | May 22nd, 2024 | |
RightTraining: The Real Retirement Journey with Dynamic Spending Strategies | May 17th, 2024 | |
RightTraining: Introducing RightRisk - Your New Risk Assessment Tool | May 10th, 2024 | |
RightTraining: Boosting Client Engagement | May 3rd, 2024 | |
RightTraining: Tailoring Return Scenarios to Anticipate Market Conditions | April 19th, 2024 | |
Social Security Timing Trade-Offs (No CFP® CE credit available for replay) | April 17th, 2024 | |
RightTraining: Answering the Most Asked Questions on Roth Conversions | April 5th, 2024 | |
RightTraining: Strategies for Successful Budgeting | March 22nd, 2024 | |
Continuing Education: Fundamentals of Insurance (No CFP® CE credit available for replay) | March 20th, 2024 | |
RightTraining: Taking Visuals to the Next Level | March 15th, 2024 | |
Transform Your Workflows with RightFlows | March 1st, 2024 | |
Practice Management: Advisor Panel - How to Incorporate Tax Planning into Your Financial Planning Practice | February 23rd, 2024 | |
RightTraining: Maximizing Retirement Analysis | February 16th, 2024 | |
RightTraining: Introducing RightFlows - Your Ultimate Workflow Management Solution | January 26th, 2024 | |
Continuing Education: Strategies for Managing Unpredictable Inflation (No CFP® CE credit available for replay) | January 10th, 2024 |
