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RightInsights: Expanded Planning, Enhanced Value

September 2026

Catch up on RightInsights by watching the recorded webinars

RightInsights, the financial planner's guide to 2026, explored how advisors can expand their planning offering to deliver value clients expect in the AI-era.

1. What Clients Really Want From Financial Planning

Speaker: Michael Rose, Director of Wealth Management at Cerulli Associates

2. Integrating Tax Planning Across the Financial Plan

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

Speaker: Alexus Rogers, RightCapital

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What Clients Really Want From Financial Planning in 2026

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
Michael Rose, Director of Wealth Management at Cerulli Associates, featuring RightCapital logo.

Integrating Tax Planning Across the Financial Plan

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
Jeffrey Levine, Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Wealth Partners, RightCapital and Kitces.com Logos

Harnessing Behavioral Finance in the Age of AI

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
Speaker: Alexus Rogers RightCapital

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