2026 Financial Wellbeing Calendar

About the 2026 Financial Wellbeing Calendar

This PDF calendar offers 70+ financial wellbeing themed months, weeks, important dates and national holidays plus featured stories from real LearnLux members.

Benefits teams strive to keep employees engaged year round, not just during open enrollment. This calendar gives you timely, relevant moments to anchor your communications, paired with employee stories that show what financial wellbeing support can unlock.

Built for HR, benefits, wellbeing, and internal communications teams supporting US and global workforces.

What you will get in the PDF

• 70+ themed months, weeks, key dates, and holidays you can plug into your communications plan
• A member story spotlight every month that shares real outcomes
• Campaign highlights including the 30 Day Financial Wellbeing Challenge and the September Health Check Challenge
• Benefits aligned moments spanning tax season, emergency savings, retirement readiness, estate planning, and more

Why this calendar works

Most calendars list dates. This one gives you relevance and proof. Each month combines a timely theme with a real employee voice to align your financial wellbeing strategy with other key workplace initiatives.

Highlights you can build campaigns around

Tax season and credit education

Use spring timing to support employees through common stress points like credit, debt, and filing decisions, with story content that reinforces confidence and action.

Financial literacy and stress reduction

Run an April campaign that makes financial education feel approachable, using real examples like emergency savings wins and improved retirement confidence.

Summer spending and family priorities

Tap into summertime decision points like managing expenses, saving goals, and benefits education, paired with stories that reflect real household responsibilities.

Retirement readiness and long term planning

Use late summer and early fall to reinforce planning behaviors, including retirement strategy, benefits optimization, and building long term confidence.

Open enrollment and total rewards storytelling

Use October and November themes to connect benefits decisions to real life outcomes, including retirement security, estate planning, and healthcare related planning.

Holiday spending and year end reflection

Close the year with messaging that supports budgeting, intentional spending, and savings goals, supported by family focused stories that feel timely in December.

Monthly stories that bring the calendar to life

Every month features a LearnLux member story that reflects a real decision point, challenge, or outcome. You will highlight stories such as:

• Building financial confidence across major life milestones like promotions, homeownership, and growing a family
• Feeling overwhelmed despite being great with numbers, then building emergency savings and making smarter retirement choices
• Stabilizing finances as a single parent and learning how to use employer benefits with confidence
• Preparing for retirement with on demand education and expert validation of a long term plan
• Completing estate planning steps that had been delayed for years, creating peace of mind for a family
• Using budgeting to fund holiday spending, family goals, and savings without the usual stress

Outcomes for employers

When employees get support at the moments that matter, organizations see measurable results. Financial wellbeing programs are associated with outcomes like lower financial stress, higher productivity, stronger retention, greater use of pre tax benefits, and improved retirement readiness.

By requesting access to this resource, you may be contacted by LearnLux with relevant information and newsletters about financial wellbeing. You may opt-out of communications at any time. For more information on LearnLux, head to learnlux.com.