RightCapital

??? Join us next Wednesday, 3/26 for a free CFP-CE credit webinar on how to balance tax-smart savings and tax-efficient planning. During the session we'll cover: ?? Leveraging tax-smart savings ?? Implementing tax-efficient distribution strategies ?? Comparing withdrawal sequences ?? Analyzing tax implications Register: https://r.cpt.al/4cmDUNQ

Here's what's new this week at RightCapital: ?? Expanded Global Presets

?? Join Nick Meyer, CFP? and Nate Hoskin, CFP? ?? from N2 Content Marketing this afternoon for a special webinar exploring how advisors can leverage short-form videos to grow their businesses. Nick and Nate will uncover how to: ?? Identify your ideal client ?? Choose topics that resonate with your target audience ?? Present yourself in a way that builds trust and solidifies your niche Register: https://r.cpt.al/hu6k8fJ

RightCapital is honored to once again top the list for financial planning software in advisor satisfaction ratings and to be named "a clear success story, with its steady increase in satisfaction scores consistently translating into greater market share" in the latest Kitces Report: "How Financial Planners Actually Do Financial Planning." Thank you Michael Kitces and Kitces.com for compiling such a thorough analysis, and to all of our advisors who participated in the survey. Read our summary of the report ?? https://lnkd.in/ecUfKKFX Or check it out in full ?? https://lnkd.in/em5jutE8

??? Free this Wednesday, 3/19? Join Nick Meyer, CFP? and Nate Hoskin, CFP? ?? from N2 Content Marketing for a special webinar exploring how advisors can leverage short-form videos to grow their businesses. Nick and Nate will uncover how to: ?? Identify your ideal client ?? Choose topics that resonate with your target audience ?? Present yourself in a way that builds trust and solidifies your niche Register: https://r.cpt.al/hu6k8fJ

Here's what's new this week at RightCapital: ?? Multiple Tax Strategies within a Client Plan ?? Updated Health Care and Long-Term Care Costs

Here's what's new this week at RightCapital: ?? Tax Analyzer Enhancements ?? Risk Questionnaire Formatting ?? Additional Account Types within Account Assumptions

?? Catch up on RightCapital's updates from February, featuring our Customer Learning & Development Consultant Daniel Squicciarino: 1?? New Retirement Details Charts 2?? Full-Screen Mode 3?? Plan-Specific Action Items 4?? Account Source Identification 5?? Return & Volatility Assumptions 6?? State Tax Parameters

A big thank you to T3 Technology Tools for Today and everyone who participated in the T3/Inside Information Advisor Software Survey. For the fourth consecutive year, RightCapital has been rated #1 in Financial Planning Software among "The Big 3" and ranked first for Financial Planning Software that respondents are considering. We were also named a "Software All-Star" in Financial Planning, College Planning, and Account Aggregation. Read the full survey results ?? https://lnkd.in/emT5s2FT or check out the comments for a summary.

?? While tax-planning has traditionally been included in financial advising, as the depth and breadth of planning has grown, there has also been a shift in what tax-planning actually entails. ?? Learn more from last month's RightInsights event "Why and How Financial Advisors Are Going Deeper on Tax Planning in 2025" with Michael Kitces, Chief Financial Planning Nerd of Kitces.com: https://lnkd.in/eXtfBewE