Workplace Financial Wellbeing Calendar [2023 Edition]

Posted by LearnLux

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

Workplace Financial Wellbeing Calendar of Events - 2023 Edition


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 2022 Workplace Financial Wellbeing Calendar as a convenient PDF? Click below to unlock a free digital version that you can take to go.




January 2023 Financial Wellbeing Events

Financial wellness month

National Poverty in America Awareness Month

  • January 1st: New Years Day
  • January 3rd: International Mind-Body Wellness Day
  • January 4th: National Trivia Day
  • January 10th: National Cut Your Energy Costs Day
  • January 16th: Dr. Martin Luther King Day
  • January 28th: Data Privacy Day
  • January 31st: Distribute W-2s and 1099-MISC to employees

January's Financial Wellbeing Quote:

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

– Rebecca Johnson


February 2023 Financial Wellbeing Events

Black History Month

  • February 2nd: Groundhog Day
  • February 9th: National Pizza Day
  • February 12th: Chinese New Year, National Pizza Day
  • February 14th: Valentines Day
  • February 20th: President's Day
  • February 20 - 24th: 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 2023 Financial Wellbeing Events

National Credit Education Month

Clear Up Your IRS Act Month

Tax season begins for employees

  • March 5th: National Consumer Protection Week begins
  • March 3rd: National Employee Appreciation Day 
  • March 8th: International Women’s Day
  • March 11th: National Consumer Protection Week begins
  • March 12th: Daylight Saving Time begins
  • March 15th: Last day to incur eligible 2022 FSA expenses
  • March 17th: St. Patrick’s Day
  • March 20th: First day of Spring
  • March 21-27: Debt Awareness Week
  • March 22nd: Ramadan begins
  • March 31st: Last day to file an FSA claim for 2022 funds

March's Financial Wellbeing Quote:

The quickest way to double your money is to fold it in half and put it in your back pocket.”

-Will Rogers


Wherever your benefits communications strategy takes you, keep this calendar close by! Click below to download the 2023 Calendar as a PDF.




April 2023 Financial Wellbeing Events

Financial Literacy Month

Stress Awareness Month

  • April 1st: April Fool’s Day
  • April 2nd: Palm Sunday
  • April 5th: Passover Begins
  • April 7th: World Health Day
  • April 7th: Good Friday
  • April 9th: Easter
  • April 11th: National Pet Day
  • April 15-21: Money Smart Week
  • April 18th: Tax Day (Filing deadline for personal tax returns & C Corporations), Last day to fund traditional or Roth IRA for 2022
  • April 21st: Ramadan ends
  • April 22nd: Earth Day
  • April 27th: Teach Your Children to Save Day
  • April 30th: 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 2023 Financial Wellbeing Events

Mental Health Month

  • May 1st: New Home Owners Day
  • May 4th: World Password Day
  • May 5th: Cinco de Mayo
  • May 14th: Mother’s Day
  • May 15th: Non-Profit Tax Returns Due
  • May 20th: Be a Millionaire Day
  • May 29th: Memorial Day
  • May 29th: National 529 College Savings Plan 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 2023 Financial Wellbeing Events

Summer Spending Month

  • June 2nd: National Doughnut Day
  • June 5th: World Environment Day
  • June 8th: National Best Friends Day
  • June 10th: Global Wellness Day
  • June 14th: Flag Day
  • June 18th: Father’s Day
  • June 19th: Juneteenth
  • June 21st: First Day of Summer
  • June 23rd: Take Your Dog to Work Day
  • June 28th: National Insurance Awareness Day
  • June 28th: Eid al-Adha
  • June 30th: Last day to file the Free Application for Federal Student Aid (FAFSA)

June's Financial Wellbeing Quote:

“The more you learn, the more you earn.”

- Warren Buffet




July 2023 Financial Wellbeing Events

Sandwich Generation Month

  • July 4th: Independence Day
  • July 15th: National Give Something Away Day
  • July 16th: National Ice Cream Day
  • July 17th: National Lottery Day
  • July 23: Parents’ Day
  • July 27th: National Intern Day
  • July 31st: National Avocado 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 2023 Financial Wellbeing Events

What Will Be Your Legacy? Month

  • August 4th: National Chocolate Chip Cookie Day
  • August 9th: National Book Lover’s Day
  • August 14th: National Financial Awareness Day
  • August 15th: National Relaxation Day
  • August 26th: Women’s Equality Day
  • August 31st: 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 2023 Financial Wellbeing Events

College Savings Month

National Preparedness Month

  • September 4th: Labor Day, National Payroll Week begins
  • September 8th: National 401(k) Day
  • September 10th: World Suicide Prevention Day
  • September 13th: Positive Thinking Day
  • September 15th: National Online Learning Day
  • September 15th: Rosh Hashanah Begins
  • September 16th: National Working Parents Day
  • September 17th: Rosh Hashanah Ends
  • September 23rd: First day of Fall
  • September 24th: Yom Kippur
  • September 26th: National Voter Registration Day
  • September 29th: Sukkot Begins
  • September 30th: International Podcast 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.



October 2023 Financial Wellbeing Events

Financial Planning Month

National Retirement Security Month

Emotional Wellness Month

Employee Ownership Month

Open Enrollment (October - November for many companies)

  • October 1st: First day to file FAFSA for 2024
  • October 1st: National Coffee Day
  • October 5: World Financial Planning Day
  • October 9th: Indigenous Peoples’ Day
  • October 10th: World Mental Health Day
  • October 12th: National Savings Day
  • October 14th: National Dessert Day
  • October 15th: National HSA Awareness Day
  • October 15th: National Retirement Security Week begins
  • October 16th: National Boss’ Day
  • October 17-23: Estate Planning Awareness Week
  • 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 2023 Financial Wellbeing Events

National Gratitude Month

National Family Caregivers Month

  • November 2nd: National Stress Awareness Day
  • November 5th: Daylight Saving Time ends
  • November 10th: Veterans Day (Observed)
  • November 13th: World Kindness Day
  • November 15th: National Philanthropy Day
  • November 13-19: Fraud Awareness Week
  • November 20th: Transgender Day of Remembrance 
  • November 23rd: Thanksgiving
  • November 24th: Black Friday or Buy Nothing Day
  • November 25th: Small Business Saturday
  • November 27th: Cyber Monday
  • November 28th: 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 makes sense of our past, brings peace for today, and creates a vision for tomorrow."

Melody Beattie


December 2023 Financial Wellbeing Events

Holiday Financial Stress Month

  • December 3rd: International Day of Persons with Disabilities
  • December 4th: International Day of Banks
  • December 7th: Hanukkah Begins
  • December 10th: World Human Rights Day
  • December 12th: International Universal Health Coverage Day
  • December 15th: Hanukkah ends
  • December 21st: First Day of Winter
  • December 24th: Christmas Eve
  • December 25th: Christmas Day
  • December 26th: Kwanzaa Begins
  • December 29th: Still Need To Do Day
  • December 31th: New Year’s Eve, Last day to make retirement contributions for 2022, 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.



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