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.
Webinar | Date | Time | Link |
|---|---|---|---|
Introducing Tax Analyzer | January 17th | 1:00 PM ET | |
Answering the Most Asked Questions on the Retirement Analysis | January 24th | 1:00 PM ET | |
Maximizing Retirement Savings with Dynamic Spending Strategies (1 CFP® CE) | January 29th | 1:00 PM ET |
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.
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | January 21st | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | January 22nd | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | January 23rd | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | January 29th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | January 30th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | February 6th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | February 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 |
|---|---|---|
🎓 RightCapital Academy: Cash Flows 101 | January 10th, 2025 | |
Starting the Year Off Right(Capital) | January 3rd, 2025 | |
🎓 RightCapital Academy: Modeling Annuities | December 27th, 2024 | |
To Buy or Not To Buy: Making Informed Asset Purchase Decisions | December 20th, 2024 | |
Optimizing Equity Compensation: An Overview of the Stock Plan Module | December 13th, 2024 | |
Year-End Tax Planning & Charitable Giving (No CFP® CE credit available for replay) | December 11th, 2024 | |
Year-End Recap: The Most Important RightCapital Updates of 2024 | December 6th, 2024 | |
Modeling & Presenting Medicare Within RightCapital | November 22nd, 2024 | |
The Role of Behavioral Finance in Financial Planning (No CFP® CE credit available for replay) | November 20th, 2024 | |
Effective Debt Reduction Strategies | November 15th, 2024 | |
How To Build A Scalable Content Marketing Strategy | November 8th, 2024 | |
🎓 RightCapital Academy: Modeling a Business | November 1st, 2024 | |
A Guide to Implementing Templates | October 25th, 2024 | |
Grow Revenue with Estate Plans: A RightCapital + EncorEstate Plans Success Story | October 18th, 2024 | |
Modeling the Most Common Retirement 'What-If' Scenarios | October 11th, 2024 | |
Retirement Planning & Navigating Medicare Decisions (No CFP® CE credit available for replay) | October 9th, 2024 | |
Introducing Tax Strategies | October 4th, 2024 | |
Comparing Pension Options | September 27th, 2024 | |
Strategic Long-Term Care Planning: Ensuring Comprehensive Care and Support (No CFP® CE credit available for replay) | September 25th, 2024 | |
🎓 RightCapital Academy: Modeling Properties | September 20th, 2024 | |
Streamlining Vault Management | September 13th, 2024 | |
Expert Tips for Navigating Social Security | September 6th, 2024 | |
Roth Conversion Case Study | August 30th, 2024 | |
How to Analyze Long Term Care Needs | August 23rd, 2024 | |
Student Loan Essentials: Comprehensive Strategies and Solutions (No CFP® CE credit available for replay) | August 21st, 2024 | |
RightCapital Mid-Year Check-in: Reviewing the Most Important Product Updates of 2024 | August 16th, 2024 | |
Creating & Comparing Multiple Plans | August 9th, 2024 | |
Leaving the Right Legacy | August 2nd, 2024 | |
A Guide to Utilizing Client Settings | July 26th, 2024 | |
Understanding Fundamentals of Stock Plans (No CFP® CE credit available for replay) | July 24th, 2024 | |
Leveraging Annuity Models | July 19th, 2024 | |
Introducing Customized Client Onboarding | July 12th, 2024 | |
Strategies for Optimizing Education Planning | July 5th, 2024 | |
A Guide to Transitioning a Client's Asset Allocation | June 28th, 2024 | |
Capitalizing on Tax-Smart Savings Strategies (No CFP® CE credit available for replay) | June 26th, 2024 | |
🎓 RightCapital Academy: Running a Life Insurance Needs Analysis | June 21st, 2024 | |
Leveraging the RightIntel™ Dashboard | June 14th, 2024 | |
RightCapital & Morningstar Present: Inflation Through The Lens of An Economist | June 7th, 2024 | |
Evaluating a Roth at Different Stages (No CFP® CE credit available for replay) | May 22nd, 2024 | |
The Real Retirement Journey with Dynamic Spending Strategies | May 17th, 2024 | |
Introducing RightRisk - Your New Risk Assessment Tool | May 10th, 2024 | |
Boosting Client Engagement | May 3rd, 2024 | |
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 | |
Answering the Most Asked Questions on Roth Conversions | April 5th, 2024 | |
Strategies for Successful Budgeting | March 22nd, 2024 | |
Fundamentals of Insurance (No CFP® CE credit available for replay) | March 20th, 2024 | |
Taking Visuals to the Next Level | March 15th, 2024 | |
Transform Your Workflows with RightFlows | March 1st, 2024 | |
Advisor Panel: How to Incorporate Tax Planning into Your Financial Planning Practice | February 23rd, 2024 | |
🎓 RightCapital Academy: Maximizing Retirement Analysis | February 16th, 2024 | |
Effective Debt Reduction Strategies (No CFP® CE credit available for replay) | February 14th, 2024 | |
Introducing RightFlows: Your Ultimate Workflow Management Solution | January 26th, 2024 | |
Strategies for Managing Unpredictable Inflation (No CFP® CE credit available for replay) | January 10th, 2024 | |
A Guide To Running Reports | December 22nd, 2023 | |
Managing Account Distributions | December 8th, 2023 | |
🎓 RightCapital Academy: Cash Management | December 1st , 2023 | |
Case Study on Business Owners | November 24th, 2023 | |
Tax Estimate Case Study | November 10th, 2023 | |
How To Make RightCapital Yours | August 30th, 2023 | |
PreciseFP + RightCapital Integration Overview | August 29th, 2023 |
