Module 4: Navigating Life Events and Your Retirement Plan

Life events aren’t roadblocks – they’re checkpoints. By scheduling regular reviews, you ensure your plan reflects your reality and keeps motivating you toward your goals.  In this video, you’ll see how an annual tune-up builds confidence and keeps you moving forward. 

A move is more than a change of address – it can affect how you save and what rules apply to your accounts.   Whether you’re moving across town, across Canada, or outside the country, your plan is designed to travel with you.  This video explains what to do before and after a move so your

Not every surprise is planned – but your retirement plan can help you handle them.  Whether it’s a job loss, a bonus, or a market downturn, knowing your options can reduce stress and help you make smart choices.  This video covers three of the most common surprises and how to navigate them. 

Buying a home, starting a family, or going back to school – these milestones shape your finances and your future. Your retirement plan is designed to adapt around them.  In this video, you’ll learn how to use specific tools and strategies to adapt your savings while protecting your long-term goals. 

Changing jobs is one of the most common life transitions – and with many workplace retirement plans, it can also be one of the most disruptive.   With Common Wealth, your plan isn’t tied to your employer. It follows you wherever your career takes you, so you never lose momentum.  This video explains how to keep

Retirement planning often looks simple on paper: save steadily, invest wisely, and retire at a set age.   But life rarely unfolds so neatly. Promotions, new family members, relocations, or setbacks can all change your priorities.   That’s why your retirement plan should be flexible and designed to evolve with you.  In this video, you’ll discover why