Join us for our RightCapital Academy webinar session. The session is Part 3 of the Back-to-Basics refresher training focused on:
• Overview of the Models tab in the Advisor Portal
• Implementation of a Glide Path
• Creation and comparison of multiple plans
• Overview of Retirement Analysis Action Items
[Originally presented 7/14/23]
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📊 About RightCapital
RightCapital's mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction*.
*Source: The Kitces Report - 2023 AdvisorTech Study, [ Ссылка ]
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