2025 Financial Wellbeing Calendar

About the 2025 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 3rd: International Mind-Body Wellness Day

Mind-body wellness is essential to overall financial wellbeing. Stress, burnout, and poor mental or physical health can lead to costly medical expenses, decreased productivity, and difficulty managing finances. To help mitigate these challenges, tie in mind-body wellness themes to your financial wellbeing communications to remind your workforce to prioritize their mental, physical, and financial health for a balanced and secure future.

February 2nd: Global Talent Acquisition Day

Attracting and retaining top talent is essential to building a thriving, financially secure workforce. Competitive benefits, including financial wellbeing programs, play a key role in talent acquisition by demonstrating your commitment to employee success. On Global Talent Acquisition Day, tie in themes of financial wellbeing to showcase how your offerings help recruit and retain skilled professionals who value support for their financial health and future goals.

March 8th: International Women's Day

Supporting women’s financial wellbeing is essential to achieving equity in the workplace and beyond. Women often face unique financial challenges, such as the gender pay gap, caregiving responsibilities, and longer lifespans. On International Women’s Day, tie in themes of financial wellbeing to empower your workforce with tools and resources that help women build financial confidence, security, and a brighter future.

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 27th: Teach Your Children to Save Day

Building healthy financial habits starts early and can have a lifelong impact. Teach Your Children to Save Day is the perfect opportunity to highlight the importance of financial education for the next generation. Tie in themes of financial wellbeing to encourage your workforce to share saving strategies with their families, fostering financial confidence and security for their children’s future.

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 4th: Independence Day

Financial independence is a key pillar of overall wellbeing, empowering individuals to live with freedom and security. Leading up to the July 4th holiday, tie in themes of financial wellbeing to remind your workforce about the importance of building savings, managing debt, and planning for a secure future—so they can achieve true financial freedom and independence.

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 15th: National Online Learning Day

Continuous learning is essential to personal and financial growth. National Online Learning Day is a great opportunity to highlight the value of digital financial education in helping individuals build confidence and make informed money decisions. Tie in themes of financial wellbeing to encourage your workforce to explore online resources that empower them to achieve their financial goals and lifelong success.

October 10th: World Mental Health Day

Mental health and financial wellbeing are deeply connected, with financial stress being a major contributor to anxiety and burnout. On World Mental Health Day, tie in themes of financial wellbeing to remind your workforce that building financial confidence can reduce stress and improve overall mental health, creating a more balanced and secure future.

November 15th: National Philanthropy Day

Giving back is a powerful way to create positive change while fostering a sense of purpose and fulfillment. On National Philanthropy Day, tie in themes of financial wellbeing to encourage your workforce to align their financial goals with their values, whether through charitable giving, volunteering, or supporting causes they care about, all while maintaining financial confidence and security.

December 4th: International Day of Banks

Banks play a vital role in supporting financial stability and growth, providing tools and resources to help individuals manage their money effectively. On International Day of Banks, tie in themes of financial wellbeing to remind your workforce of the importance of leveraging banking services—like saving, budgeting, and investing—to build a strong foundation for their financial future.

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