🗓️ Join us next week for an in-depth look at fundamental principles and strategic considerations pertaining to stock plans. We will uncover the tax implications and the different strategies we can use to leverage these equity compensation types in a tax-efficient financial plan. The CFP CE-credit approved session will cover: • Reviewing various stock plan options • Evaluating stock plan offers • Analyzing tax implications Register today 👉 https://bit.ly/3zIPWpF
RightCapital
Financial Services
Shelton, Connecticut 5,596 followers
Right Plans for Real People
About us
RightCapital’s mission is to create Right Plans for Real People. RightCapital is used by thousands of financial advisors to grow their practice and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distribution to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future. For more information visit RightCapital.com. Book your 20-min demo today and get a 14-day free trial at www.rightcapital.com.
- Website
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https://www.rightcapital.com
External link for RightCapital
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Shelton, Connecticut
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Financial planning, Retirement planning, Tax-Efficient Strategies, Social Security Optimization, Budgeting Tools, Student Loan Management, Estate Planning, and Insurance Needs Evaluation
Locations
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Primary
Get directions
1 Enterprise Dr
Shelton, Connecticut 06484, US
Employees at RightCapital
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Derek Stangle
Vice President, Marketing @ RightCapital | Advisor | Investor
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Richard Massella
Executive Leadership | Operations, Sales & Business Development
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Chi Lam, CFP®, ChFC®, RICP®
Strategic Consultant to Financial Advisors
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Jasmine Carnell
Systems Nerd | Passionate Puzzle Solver | Data Obsessed
Updates
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Can you believe we are halfway through the year already? Time has been flying and so have the updates from RightCapital. Here are our biggest enhancements over the last three months, including the introduction of RightRisk, an innovative risk assessment module with customizable questionnaires, built right into our financial planning software: https://lnkd.in/g2Um5Env
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🗓️ This afternoon, join RightCapital and Allianz Life for a special webinar. We're delving into the strategies that seek to enhance and secure retirement income with a Registered Indexed Linked Annuity (RILA). We will explore: - Understanding the mechanics of annuities - Crafting annuity proposals - Analyzing how varying return sequences affect annuities - Reviewing key comparison visuals between income strategies Register here 👉 https://bit.ly/3RFUQdk
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📣 Join us at 1 p.m. ET today for a special CFP® CE approved presentation on tax smart saving strategies. During this webinar, we will cover: • Reviewing tax-smart saving strategies • Optimizing these strategies with a tax-efficient distribution • Analyzing strategies in action with a case study Register 👉 https://bit.ly/4beGwzb
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Many advisors who have not yet started social media for their financial advising businesses are waiting because they are not sure exactly what is allowed. We recently held a webinar with N2 Content Marketing LLC focused on financial advisor social media compliance, with short-form video superstars Nate Hoskin, CFP®, AWMA™ and Nick Meyer, CFP®: https://lnkd.in/eKtZ3573
Social Media Compliance: What Every Financial Advisor Should Know
rightcapital.com