November Re-cap

11 Nov 2019

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

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

🎨 Illustrate Qualified Charitable Distributions

📈 Employee Stock Purchase Plan

🏥 HSA/ Retirement Plan Flat Dollar Match

📝 Streamlined RMD Calculations

💸 Setting for Lifetime Income Annuity RMDs

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. And don't forget about our Creating Your First Plan webinar hosted every Thursday at 2:00 pm EST!

Review of New Cash Reserve Goal + Q&A
Illustrating alternative options for client savings + Q&A
Grow Your Business Using Advisor Technology to Market Your Firm
Illustrating Future Property Purchases + Q&A
Grow Your Business with Tax Preferred Savings Strategy (CFP CE)
Attract Gen X/Y Clients Using Debt Management
Modeling Investment Allocations and review sequence of return scenarios + Q&A

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