Join Wealthbox + RightCapital for a CFP® CE webinar where participants will explore key financial planning opportunities with workplace retirement savings plans. Whether you’re looking to gain a deeper understanding of different tax-efficient strategies or looking to enhance your existing strategy, this session will cover:
*This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required for credit.
Customer Relationship Lead
“We are excited about our integration with Wealthbox CRM. Wealthbox is an increasingly popular CRM solution and its intuitive design combined with RightCapital’s robust financial and tax-planning capability is a powerful combination.”