2024 Financial Wellbeing Calendar

About the 2024 Financial Wellbeing Calendar

This helpful PDF calendar offers 70+ financial wellbeing themed months, weeks, important dates and national holidays.  

Here's just a small sample of the types of calendar events you'll find in this resource:

January 28th: Data Privacy Day

Identity and data privacy protection are essential to overall financial wellness. Cyber threats such as hacking, phishing scams, and spam make employees vulnerable to financially devastating situations. To help mitigate these risks, tie in data privacy themes to your financial wellbeing communications to remind your workforce to stay safe and protected.

March 25th: Debt Awareness Week

Debt Awareness Week is all about de-stigmatizing debt. Help your workforce feel comfortable asking for the help they need, and ease worries they may have about being judged, ashamed, or embarrassed about being in debt. If your workforce is struggling with money worries or debt stress, direct them to a trusted financial wellbeing benefit for help.

All of April: Financial Literacy Month

National Financial Literacy Month is recognized each year in April -- a great time to share money tips & spotlight programs that improve employee financial wellbeing. Host a 30-day financial wellbeing challenge, or run a series of contests and giveaways to encourage financial wellbeing program participation while it’s top of mind.

April 8th: America Saves Week begins

Since 2007, America Saves Week has been an annual celebration and call to action for everyday Americans to commit to saving successfully. Thousands of organizations participate, and together they encourage individuals to do a financial check-in, set savings goals, and create a plan to achieve them.

May 29th: National 529 College Savings Plan Day

National 529 Day is recognized on May 29 (5/29 - how clever!). It’s a great opportunity to explain what a 529 plan is while highlighting its importance in helping families plan and pay for college or education expenses.

June 28th: National Insurance Awareness Day

National Insurance Awareness Day falls on June 28 this year and serves as a reminder for employees, families and businesses to review their insurance policies. The exact origin of this day is a mystery, but what’s widely known is the importance of insurance in many aspects of our lives. From car insurance, to life insurance, to home insurance and more, those policies offer a layer of protection to guard us against surprise expenses when unfortunate events occur.

July 23rd: Parent’s Day

Every path to parenthood looks different. This year on July 23rd, tie Parent’s Day into your financial wellbeing strategy by recognizing the cost that becoming a parent and raising kids can incur. Support each employee on their parenthood journey by offering trusted financial experts for one-on-one guidance every step of the way.

August 14th: National Financial Awareness Day

Personal finances can be a taboo topic for many employees. Use August 14th as the perfect time to break the stigma. Employees need support to feel good about their finances, and employers have a responsibility to help enable this. It starts by talking about it.

September 6th: National 401(k) Day

Started by the Plan Sponsor Council of America, the Friday following Labor Day was chosen as 401(k) day so employees can “start the week with Labor Day and end the week with Retirement.” This “holiday” might not have cute puppies like Dog Day, or be as cheesy as Pizza Day, but it’s a good reminder to encourage your employees to plan for their future and make sure they’re on track.

October 5th: World Financial Planning Day

Financial Planning Day is held each October to promote financial literacy and raise awareness amongst the general public of the value of financial planning. It’s a great time to recognize that 90% of American’s don’t have a financial plan or access to trustworthy guidance. Educate your team on the value of working with a trusted Certified Financial Planner® professional, and invite them to book a call with one on your financial wellbeing platform.

December 3rd: Giving Tuesday

Giving Tuesday is always the first Tuesday following Black Friday, effectively marking the beginning of the holiday shopping season. Started by an independent nonprofit organization as a “global generosity movement,” this holiday is a great chance to spotlight the corporate social responsibility (CSR) initiatives at your company and empower employees to support the causes they care about.

December 29th: Still Need To Do Day

With the holiday rush behind us, December 29th marks a final opportunity of the year to get to some of those to-do’s that you might be putting off. Whether it’s working towards a wellbeing goal, canceling a subscription to save some money, or anything else on your list, this is the holiday for you. Cheers to starting the New Year off strong!

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