The Nurses’ Investor Education Project was a multi-year, joint partnership between WISER and the Center for American Nurses (now part of the American Nurses Association), funded by a grant from the FINRA Investor Education Foundation, to identify nurses’ specific financial information needs and provide them with tools to help them successfully manage and build their wealth into retirement. The Project worked with state nurse associations to train nurse leaders, conduct peer-to-peer financial education workshops, and provide no-strings-attached, straight-forward information and resources that can be easily accessed by nurses across the country. More than 800 nurses directly participated in the workshops, with thousands more reached through our print and media resources. In 2012, WISER released the final project report, Changing Investment and Savings Behavior of Nurses: The Nurses Investor Education Project. Additional project resources include:
Retirement Planning Resources for Nurses
The Busy Nurse’s Financial Planning Guide and Workbook (published 2021)
The Busy Nurse’s Guide to Financial Planning (booklet, revised 2015)
The Busy Nurse’s Financial Planning Workbook (revised 2017)
Nurses’ Retirement Decision Making Guide (published 2009)
Nurse Investor Education Survey
In 2008, and with a follow-up in 2009, the Nurses’ Investor Education Project conducted a survey to assess nurses’ attitudes toward, preparation for, and knowledge concerning investing for retirement. The survey revealed that nurses may be saving for retirement, but few are planning and investing to meet retirement needs. The final survey report, Nurses Investor Education Survey, was published September 2009.