RightCapital Introduction and Demo Webinar

RightCapital is a cutting-edge financial planning software with comprehensive planning capabilities, including detailed tax calculations based on a robust cash-flow projection. This session will introduce RightCapital’s capabilities and features, including its focus on creating an interactive and collaborative planning approach.

This webinar will be presented by Dain Runestad, who is the head of product for RightCapital, focusing on product development, training, and support. He has over 18 years of experience in the financial services industry in technology, product management, and product development. Prior to joining RightCapital, Dain was Vice President of Product Development at Prudential Financial, where he contributed to the design and development of numerous groundbreaking retirement products and led the cross-functional Annuity Innovations team. Dain earned his bachelor's degree in mathematics from Duke University.

Learning objectives: 

• See how an advisor can use RightCapital to create comprehensive financial plans, including investment, retirement, education, insurance, and tax.
• Learn the impact a robust tax-planning module can have on the accuracy of retirement projections.
• See how to use projected 1040 and various tax schedules based on a cash-flow projection for tax planning.
• Figure out how to use RightCapital software to engage your clients on an ongoing basis – including use of a client portal, integrated PFM, and other tools.

NAPFA CE - 1 Technology

If you could like to register for this webinar, please click here.