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

Shares healthy money habits that can boost employee financial wellness
Spanish version

Explains various investing styles and principles
Spanish version

Retirement 101

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

Navigating Market Volatility

Explains how to manage market volatility and limit emotional decision-making
Spanish version

Save, Grow and Protect Your Money

Helps employees identify ways to build and protect wealth

Retirement Myths and Realities

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

Women and Retirement

Helps women start planning for retirement and address potential challenges
Spanish version

Contributing to Your Retirement Account

Explains the benefits of contributing and ways employees can save more
Spanish version

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

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

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.