Insights for getting real about retirement planning and investing

Nationwide® has created a suite of financial wellness topics to help educate employees on budgeting, financial planning, saving and more. From getting started through midcareer and into retirement, this series of modules is designed to build confidence in retirement planning and investing.

Select and download the presentations of your choice.

For assistance or more information, contact your Nationwide representative.

Basics of Personal Finance

Helps employees understand the basics of budgeting, personal credit and saving
Spanish version

Cybersecurity Basics

Helps employees identify, address and avoid different types of cyberfraud
Spanish version

Investment Basics

Explains various investing styles and principles
Spanish version

Online Resources

Introduces valuable online resources available through the plan website
Spanish version

Retirement 101

Discusses the importance of and how to start contributing to a retirement plan
Spanish version

Avoiding Emotional Investing

Explains how to recognize and limit emotional decision-making
Spanish version

Save, Grow and Protect Your Money

Helps employees identify ways to build and protect wealth
Spanish version

Retirement Myths and Realities

Dispels myths concerning Social Security, inflation, Medicare and related topics
Spanish version

Women and Retirement

Explains unique challenges faced by women planning for retirement
Spanish version

Contributing to Your Retirement Account

Shares ways employees can make saving more possible
Spanish version

Health Savings Account

Shows how to fund not only current-year but also in-retirement health expenses
Spanish version

Health Care

Discusses how employees can prepare for these significant retirement expenses
Spanish version

Social Security

Details how it works, including what income employees can expect in retirement
Spanish version

Approaching and Living in Retirement

Identifies 10 practical actions employees can take to prepare
Spanish version

Investment Types and Risks

Discusses market, investment, inflation and other risks associated with investing
Spanish version

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.