As of December 31, 2025, this page will no longer be available. Please contact your Nationwide representative for the updated link to download these educational materials.

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.
Personal Finance 101
Personal finance 101

Shares healthy money habits that can boost employee financial wellness
Spanish version
Worksheet (English)
Retirement 101
Retirement 101

Discusses the importance of a retirement plan and how to start contributing
Spanish version
Worksheet (English)
Navigating Market Volatility
Navigating market volatility

Explains what market volatility is and key strategies for managing it
Spanish version
Worksheet (English)
Retirement Myths and Realities
Retirement myths and realities

Dispels top retirement-planning myths by separating fact from fiction
Spanish version
Worksheet (English)
Investing risks and rewards
Investing risks and rewards

Explains investing risks and ways to manage them
Spanish version
Worksheet (English)
Personal finance 201
Personal finance 201

Discusses practical ways employees can secure their financial futures
Women and Retirement
Women’s intro to retirement planning

Helps women start planning for retirement and address potential challenges
Spanish version
Worksheet (English)
Contributing to Your Retirement Account
Contributing to your retirement plan

Explains the benefits of contributing and ways employees can save more
Spanish version
Worksheet (English)
Reviewing your retirement account
Reviewing your retirement account

Explains how employees can review their retirement account in 5 easy steps.
Worksheet (English)
Planning for health care
Planning for health care

Discusses potential health care costs in retirement and how to plan for these expenses
Spanish version
Worksheet (English)
Your health, your money (HSAs)
Your health, your money (HSAs)

Explains HSAs and how they can help fund current and future medical expenses
Worksheet (English)
Basics of Social Security
Basics of Social Security

An intro to how Social Security works and answers to common questions
Spanish version
Worksheet (English)
Steps to cybersecurity
Steps to cybersecurity

Helps employees learn how to protect themselves against cybercrime
Spanish version
Worksheet (English)
Ready, Set, Retire
Ready, set, retire!

Answers to key retirement planning questions to help employees prepare to retire
Worksheet (English)
Living well in retirement
Living well in retirement

Steps retirees can take to manage their finances and protect their future
Spanish version
Worksheet (English)

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