Financial Planning Opportunities with Workplace Retirement Savings Plans (CFP® CE)

Presented by


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:

  1. A thorough review of how these plans function and focuses on optimizing Mega Roth and Net Unrealized Appreciation strategies.
  2. How to combine tax-smart savings with tax-efficient distributions, ensuring a well-rounded approach to managing their retirement funds.
  3. Practical insights for making informed decisions and maximizing the benefits of workplace retirement savings.

*This webinar was eligible for 1 CFP® CE credit. Attendance at the live event was required for credit.


Alexus Rogers

Customer Relationship Lead


Jenna Ghibaudy

Product Specialist


“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.”

Shuang Chen

CEO, RightCapital

View All Webinars