Workplace Financial Wellbeing Calendar [2021 Edition]

Posted by LearnLux on 12/8/20 12:25 PM

When is Credit Education Month? How about Financial Planning Week? What about the last day to file an FSA claim for 2020 funds? And don't forget National Coffee Day!

Workplace Financial Wellbeing Calendar of Events - 2021 Edition

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Use this custom Financial Wellbeing Calendar created specifically for HR and Benefits teams to stay in-the-know on key dates, holidays and themed months to use for your workplace wellbeing strategy.

Looking to download the 2021 Workplace Financial Wellbeing Calendar as a convenient PDF? Click below to unlock a free digital version that you can take to go.

 

Download the 2021 Calendar

 

January 2021 Financial Wellbeing Events

Financial Wellness Month

National Poverty in America Awareness Month

  • January 1st: New Years Day
  • January 4th: National Trivia Day
  • January 10th: National Cut Your Energy Costs Day
  • January 18th: Martin Luther King Day
  • January 28th: Data Privacy Day
  • January 31st: Distribute W-2s and 1099-MISC to employees

January's Financial Wellbeing Quote:

“An investment in knowledge pays the best interest.”

– Benjamin Franklin

 

February 2021 Financial Wellbeing Events

Black History Month

  • February 2nd: Groundhog Day
  • February 12th: Chinese New Year, National Pizza Day
  • February 14th: Valentines Day
  • February 17th: Ash Wednesday
  • February 22 - 26: America Saves Week

February's Financial Wellbeing Quote:

“Wealth is not about having a lot of money; it’s about having a lot of options.”

– Chris Rock

 

March 2021 Financial Wellbeing Events

National Credit Education Month

Clear Up Your IRS Act Month

  • March 1-7: National Consumer Protection Week
  • March 2nd: Distribute Form 1095-C to employees
  • March 5th: National Employee Appreciation Day
  • March 8th: International Women’s Day
  • March 14th: Daylight Saving Time begins
  • March 15th: Last day to use remaining 2020 FSA funds
  • March 17th: St. Patrick’s Day
  • March 20th: First day of Spring
  • March 22-26: Debt Awareness Week
  • March 27th: Passover Begins
  • March 28th: Palm Sunday
  • March 30: Last day to file an FSA claim for 2020 funds

March's Financial Wellbeing Quote:

“Don’t tell me what you value, show me your budget, and I’ll tell you what you value.”

– Joe Biden

 

Wherever your benefits communications strategy takes you, keep this calendar close by! Click below to download the 2021 Calendar as a PDF.

Download the 2021 Calendar

 

April 2021 Financial Wellbeing Events

Financial Literacy Month

Stress Awareness Month

  • April 1: April Fool’s Day
  • April 3: Passover Ends
  • April 4: Easter
  • April 7: World Health Day
  • April 10-17: Money Smart Week
  • April 11: National Pet Day
  • April 15: Tax Day (Filing deadline for personal tax returns & C Corporations), Last day to fund traditional or Roth IRA for 2020
  • April 22: Earth Day, Teach Your Children to Save Day
  • April 30: Check your credit score (every 3 months)

April's Financial Wellbeing Quote:

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.”

– Ayn Rand

 

May 2021 Financial Wellbeing Events

Mental Health Month

  • May 1: New Home Owners Day
  • May 5: Cinco de Mayo
  • May 6: World Password Day
  • May 9: Mother’s Day
  • May 12: Eid al-Fitr
  • May 15: Non-Profit Tax Returns Due
  • May 16: Armed Forces Day
  • May 20: Be a Millionaire Day
  • May 29: National 529 College Savings Plan Day
  • May 31: Memorial Day

May's Financial Wellbeing Quote:

“I don’t focus on what I’m up against. I focus on my goals and I try to ignore the rest.”

Venus Williams

 

June 2021 Financial Wellbeing Events

Summer Spending Month

  • June 2: Leave The Office Early Day
  • June 4: National Doughnut Day
  • June 5: World Environment Day
  • June 8: National Best Friends Day
  • June 14: Flag Day
  • June 19: Juneteenth
  • June 20: First Day of Summer, Father’s Day
  • June 21: International Yoga Day
  • June 25: Take Your Dog to Work Day
  • June 28: National Insurance Awareness Day
  • June 30: Last day to file the Free Application for Federal Student Aid (FAFSA)

June's Financial Wellbeing Quote:

“Money is the opposite of the weather. Nobody talks about it, but everybody does something about it.”

– Rebecca Johnson

 

Download the 2021 Calendar

 

July 2021 Financial Wellbeing Events

Sandwich Generation Month

  • July 4: Independence Day
  • July 5: Independence Day (Observed)
  • July 17: National Lottery Day
  • July 18: National Ice Cream Day
  • July 19: Eid al-Adha
  • July 23: Summer Olympics Opening Ceremony (Rescheduled from 2020)
  • July 25: Parents’ Day

July's Financial Wellbeing Quote:

“Money, like emotions, is something you must control to keep your life on the right track.”

Natasha Munson

 

August 2021 Financial Wellbeing Events

What Will Be Your Legacy? Month

  • August 2: Ice Cream Sandwich Day
  • August 4: National Chocolate Chip Cookie Day
  • August 8: Summer Olympics Closing Ceremony (Rescheduled from 2020)
  • August 10: National S’mores Day
  • August 14: Social Security Day
  • August 26: Women’s Equality Day
  • August 31: Check your credit score (every 3 months)

August Financial Wellbeing Quote:

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

Robert Kiyosaki

 

September 2021 Financial Wellbeing Events

College Savings Month

National Preparedness Month

  • September 6: Labor Day, Rosh Hashanah Begins, National Payroll Week begins
  • September 15 - 16: Yom Kippur
  • September 16: National Working Parents Day
  • September 22: First day of Fall
  • September 28: National Voter Day
  • September 29: National Coffee Day

September's Financial Wellbeing Quote:

The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind.”

– T.T. Munger

 

Looking for this list as a friendly PDF? Click below to snag a copy of the 2021 Workplace Financial Wellbeing Calendar.

Download the 2021 Calendar

 

October 2021 Financial Wellbeing Events

Financial Planning Month

National Retirement Security Month

Emotional Wellness Month

Employee Ownership Month

Open Enrollment (October - November for many companies)

  • October 1: First day to file FAFSA for college financial aid
  • October 4-8: Financial Planning Week
  • October 6: World Financial Planning Day
  • October 10: World Mental Health Day
  • October 11: Indigenous Peoples’ Day
  • October 14: National Dessert Day
  • October 15: National HSA Awareness Day, Last day to file taxes with an extension
  • October 16: National Boss’ Day
  • October 18-22: Estate Planning Awareness Week
  • October 20: Sukkot Begins
  • October 27: Sukkot Ends
  • October 31: Halloween

October's Financial Wellbeing Quote:

“You can be young without money, but you can’t be old without it.”

– Tennessee Williams

 

November 2021 Financial Wellbeing Events

National Gratitude Month

  • November 7: Daylight Saving Time ends
  • November 11: Veterans Day
  • November 13: World Kindness Day
  • November 15-19: Fraud Awareness Week
  • November 20: Transgender Day of Remembrance 
  • November 25: Thanksgiving
  • November 26: Black Friday
  • November 27: Small Business Saturday
  • November 28: Hanukkah Begins
  • November 29: Cyber Monday
  • November 30: Giving Tuesday, Remind employees to submit a new W-4 form if withholdings have changed

November's Financial Wellbeing Quote:

"Gratitude turns what we have into enough, and more. It turns denial into acceptance, chaos into order, confusion into clarity...it makes sense of our past, brings peace for today, and creates a vision for tomorrow."

Melody Beattie

 

December 2021 Financial Wellbeing Events

Holiday Financial Stress Month

  • December 3: National Disability Day
  • December 4: National Cookie Day
  • December 6: Hanukkah ends
  • December 10: World Human Rights Day
  • December 21: First Day of Winter
  • December 24: Christmas Eve
  • December 25: Christmas Day
  • December 27: KwanzaaBegins
  • December 31: New Year’s Eve, Last day to make retirement contributions for 2021, Check your credit score (every 3 months)

December's Financial Wellbeing Quote:

We make a living by what we get, but we make a life by what we give.” ― Winston Churchill

 

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Don't leave empty handed! Click below to download the calendar and take it to go.

Download the 2021 Calendar

 

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