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.
September was another busy month of improving your RightCapital experience! Navigate to updates.rightcapital.com to read more about:
⬇️ Downloading your Cash Flow Data
👀 Seeing tax details for all plans
💰 Average AUM fees
⏳ Timing of the sale of business
🏡 Reflecting future property purchase and mortgages
Check out some of our recent webinars! And make sure you keep an eye out for upcoming webinars with partners and guest speakers during our Grow Your Business Webinar series.
Grow Your Business- Retirement Healthcare Planning: Medicare Strategy Part 1 (CFP CE)
Grow Your Business- The Fortune is in the Follow-up: 4 Essentials for your Lead-to-Client Conversion System
See the New RightCapital and Finfolio Integration in action
Illustrating Planning Scenarios with Tax Implications + Q&A
Illustrating Business Income and Sale Scenarios + Q&A
Illustrating Social Security Strategies + Q&A
Review of New Growth Program Marketing Materials + Q&A
Interested in learning more about RightCapital? Schedule a demo today to get your 14 day free trial!