Media Resources

Webinars

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Turning CAP Changes into Opportunities: How Advisors Can Grow with the New Guidelines 

The updated CAP Guidelines—the most significant in over 20 years—bring new opportunities for advisors to build stronger client relationships and grow their business. 

In this expert-led webinar, industry leaders share actionable insights tailored for advisors, helping you navigate these key changes, enhance governance strategies, and deliver greater value to your clients.

CAP Guidelines webinar thumbnail featuring host and speakers

Podcasts

Building the perfect retirement plan

Building the perfect retirement plan

In this Fintech Insider podcast, Common Wealth’s co-CEO Alex Mazer discusses how to build the perfect pension offering. Joined by two UK-based fintech innovators, Jasper Martens of PensionBee and Andy Russell of Wealthify, the panel explores the improvements that need to be made to get pensions right. 

Podcast on financial security in retirement

Life Two

Co-hosted by retirement experts Don Ezra and Common Wealth, LIFE TWO offers in-depth, insightful conversations with the world’s best thinkers on the trends and ideas that are driving change in the retirement security field.

Financial health and wellbeing

The Financial Checkup

OMA Insurance partnered with Common Wealth—the administration and technology partner for the award-winning Advantages Retirement Plan™—to produce THE FINANCIAL CHECKUP. The series is devoted to improving the financial wellness and retirement readiness of physicians and their spouses.

Videos

Enrolling in your workplace plan

How to transfer your TFSA or RRSP

How to make a one-time contribution to your RRSP

How to add more funds to your plan

How to add monthly contributions

How to select your investment fund

How to maximize your government benefits

How to set your target retirement income

How to update your income

How to update your other savings

Enrolling in your plan

Employers

Employer Dashboard: Creating your account

Employer Dashboard: Adding employees to your plan

Employer Dashboard: Reviewing your employee requests

Employer Dashboard: Uploading your payroll register

Digital plan setup & employee onboarding

Flexible pricing

Choose the best solution for your needs

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