RightInsights: Expanded Planning, Enhanced Value
Thursday, September 24th, 2026
One Day, Three Sessions: Earn Up to 3 Free CFP® & IAR CE
Unlock expert insights into how financial advisors can leverage evolving technology solutions to expand their planning services and deliver greater value to clients.
1. What Clients Really Want From Financial Planning
1:00PM - 2:00PM ET
Speaker: Michael Rose, Director of Wealth Management at Cerulli Associates
2. Integrating Tax Planning Across the Financial Plan
2:30PM - 3:30PM ET
Speaker: Jeffrey Levine, Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Wealth Partners
3. Harnessing Behavioral Finance in the Age of AI
4:00PM - 5:00PM ET
Speaker: RightCapital
Thursday, September 24th: 1:00PM - 2:00PM ET
Leveraging proprietary data from Cerulli Associates, Michael will cover:
- Client expectations, planning services offered by advisors today, and new emerging services
- How services offered may depend on firm size and resources, and how expanded services impact firm growth
- The rise of AI solutions, and areas where advisors currently leverage these tools in their practices
Thursday, September 24th: 2:30PM - 3:30PM ET
This fireside chat session with Jeffrey Levine will explore how:
- Marginal rates, effective rates, AGI, and taxable income affect planning recommendations
- Timing of income, deductions, retirement contributions, and more can influence lifetime tax outcomes
- Technology solutions can help analyze client scenarios without acting as a substitute for professional judgment
Thursday, September 24th: 4:00PM - 5:00PM ET
With more than half of Americans turning to AI for financial guidance, clients increasingly arrive with conclusions already formed. During this session we will discuss:
- Dual Process Theory, and why AI now acts as a third processing system
- Core cognitive biases shaping client behavior
- Practical planning strategies to account for AI influences
RightCapital's flagship virtual event, RightInsights, is returning on September 24th. RightInsights, the financial planner's guide to 2026, will explore how advisors can expand their planning offering to deliver value clients expect in the AI-era. The event features three free CFP® and IAR CE-credit webinars with industry thought leaders from Kitces.com & Cerulli Associates.
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