December Re-cap

21 Jan 2020

Want to know what’s new?

It can be hard to keep track of the latest and greatest news from RightCapital, so here is our latest monthly blog post to help keep you informed of updates to content, tools, and more.

Product Improvements

December was a SUPER busy month of improving your RightCapital experience! Navigate to to read more about:

📝 Updates for the SECURE Act have been incorporated into RightCapital

📅 2020 Tax Parameters and Medicare Premium are now updated

💻 New Enhanced Life Insurance Module is now live

🤸‍♀️ Additional flexibility in retirement healthcare costs now available for clients

🏥 Options for a more detailed retirement healthcare estimate

New webinars

Check out some of our recent webinars! Make sure you keep an eye out for upcoming webinars with partners and guest speakers during our Grow Your Business Webinar series. Plus, we have a new webinar series Presenting Your First Plan hosted every Thursday at 2:00pm EST. And don't forget about our Creating Your First Plan webinar moving to Tuesdays at 2:00 pm EST!

Grow Your Business: Teach Your Clients How to Avoid the 5 Financial Pitfalls of Divorce (CFP CE)
Client On-boarding Overview + Q&A
Grow Your Business By Transforming Your Business for Generational Success
Illustrating Roth Conversion Scenarios + Q&A
Social Security Optimization Strategies (CFP CE)
Attract Gen X/Y Clients Using Debt Management
Comparing Pension Options + Q&A

Interested in learning more about RightCapital? Schedule a demo today to get your 14 day free trial!