Toolkit
2025 Seasonal Marketing Calendar
Engage your customers with your financial education center with the help of this marketing calendar toolkit. This resource provides guidance to launch impactful marketing campaigns throughout the year. You'll find key financial awareness dates for each month, along with quarterly themes designed to resonate with your audience. These timely and relevant opportunities allow you to connect with your customers as their trusted partner.
Click on a month to explore its financial theme, along with corresponding social media copy, email templates, relevant Achieve modules, and key financial dates.
Additional assets
Social Media Image Files
Download the provided social media images to share with your posts and maximize their impact.
At-A-Glance Guide
Use this guide for a quick list of ideas designed to spark your creativity and align with broader marketing campaigns and messaging.
January: Financial Wellness Month
Focus: Start the year with a focus on financial well-being by using Achieve tools and resources to help your customers set financial goals, manage budgets, and prepare for their future.
Social Media Language
Start 2025 off strong with financial wellness! January is Financial Wellness Month, and it's the perfect time to set goals, manage your budget, and prepare for your future. [LINK TO MODULE]
A new year means new financial growth opportunities! Visit [FINANCIAL EDUCATION CENTER] for modules that can help you create financial goals and habits that stick. Get started today: [LINK TO MODULE]
This Financial Wellness Month, explore modules in our [FINANCIAL EDUCATION CENTER] to learn about healthy financial habits. Start here: [LINK TO MODULE]
Not sure how to improve your financial wellness? We can help you get started! [LINK TO MODULE]
Email Language
Subject Line: Kick-Off Financial Wellness Month with Free Resources
January is Financial Wellness Month and is the perfect time to focus on financial goals, budgeting, and saving. At [DIVISION NAME] we know how important financial wellness is and invite you to visit our [NAME OF FINANCIAL EDUCATION CENTER]. At our [NAME OF FINANCIAL EDUCATION CENTER] you will find free and interactive resources to help guide your financial well-being journey.
Visit the [DIVISION NAME] financial education center to learn more about interesting topics, such as:
- Goal-setting skills: Create financial goals that are actionable and realistic
- Budgeting Basics: Manage your money effectively and avoid common setbacks
- Planning for the Future: Build a foundation for long-term financial success
Our resources make it easy for you to prioritize your financial well-being and take steps to a brighter financial future. Start today: [LINK TO MODULE]
Relevant Modules:
Healthy Financial Habits
Mindful Living
Family Conversations About Money
Identity Protection
Key Dates:
Financial Wellness Month
January 1: New Year's Day
January 24: International Day of Education
January 27-31: Tax Identity Theft Awareness Week
February: Budgeting and Saving
Focus: Help your customers build better budgeting and saving habits this month by creating a plan that works for them.
Social Media Language
Take control of your finances this month by learning budgeting and saving strategies! Start your budgeting journey today. [LINK TO MODULE]
Did you know? A savings account is one of the simplest and safest ways to grow your finances. Take five minutes and learn more about savings accounts today. [LINK TO MODULE]
Life happens - unexpected expenses don't have to derail your goals. Start building your emergency fund today. Aim for at least three to six months of expenses to give yourself peace of mind. [LINK TO MODULE]
Think building an emergency fund is overwhelming? Start with just $20 a week, it adds up quickly! Your future self will thank you. [LINK TO MODULE]
Email Language
Subject Line: Master the Art of Budgeting and Saving
Focus on budgeting and saving this month! It's time to focus on managing your money and planning for a financially secure future. [DIVISION NAME] offers free, engaging lessons designed to help you learn the essentials of budgeting. From tracking expenses to creating and sticking to saving goals, we can help.
Get started today and take control of your financial future with our available tools. [LINK TO MODULE]
Relevant Modules:
Budgeting for Families
Creating a Budget
Teaching Kids to Budget
Building Emergency Savings
Key Dates:
Financial Aid Awareness Month
February 2-8: Pay Your Bills Week
February 12: Lost Penny Day
March: Credit Cards and Tax Preparation
Focus: Help your customers build their confidence and understanding of credit cards and taxes.
Social Media Language
Make tax season less stressful with our help! Ourtools can guide you through tax preparation basics, and ensure you make the most of your refund. [LINK TO MODULE]
Navigate this tax season confidently with [DIVISION NAME] financial education resources. [LINK TO MODULE]
Build your credit confidence this Credit Education Month. Learn how to manage credit cards, understand interest rates, and build a strong financial future. [LINK TO MODULE]
Take the stress out of finances this March with our financial resources. These tools make it easy to learn credit card management and tax filing essentials. Explore lessons here. [LINK TO MODULE]
Email Language
Subject Line: Empower Yourself with Credit Card Knowledge and Tax Prep
This month it's time to focus on two important areas of finance! Credit cards and taxes. [DIVISION NAME] knows how necessary these both are, and is offering free, interactive lessons to help guide you through this tax season with confidence.
This month, learn:
- Credit Card Management: Understand interest rates, payment strategies, and how to build credit
- Tax Preparation Basics: Learn how to file taxes, maximize refunds, and avoid common mistakes
- Financial Planning: Use these tools to create a strong foundation for your financial future
Start learning today and make this tax season the best yet! [LINK TO JOIN]
Relevant Modules:
Taxes: The Basics
Taxes: Lowering Your Tax Bill
Credit Scores and Reports
Credit Cards
Key Dates:
National Credit Education Month
March 3: Simplifying Your Life Day
March 2-8: National Consumer Protection Week
March 7: National Employee Appreciation Day
March 17-23: Global Money Week
March 21: Credit Card Reduction Day
April: Financial Capability Month
Focus: Guide your customers toward better financial habits by teaching the essentials of saving, budgeting, and making informed financial decisions.
Social Media Language
Take control of your financial future with our free lessons. Learn how to build an emergency fund and save for future goals. Start today! [LINK TO MODULE]
Our interactive lessons make it easy to set goals, prioritize savings, and build a plan for the future. [LINK TO MODULE]
Celebrate Financial Capability Month by completing a five-minutelesson to build better financial habits! [LINK TO MODULE]
Boost your financial confidence this April! Learn practical skills to manage your money and set goals with our free resources. [LINK TO MODULE]
Email Language
Subject Line: Build Your Financial Capability This Month
April is Financial Capability Month! This is a time to focus on developing the skills and knowledge needed to make informed financial decisions. [DIVISION NAME] offers free and interactive resources to help you:
- Create a Budget - Learn how to manage your money and prioritize your goals
- Save Effectively - Build savings for your future
- Manage Credit - Understand credit scores and interest rates
- Plan for Future Success - Build confidence in your financial decisions
Start learning today to build confidence and create a stronger financial future! [LINK TO JOIN]
Relevant Modules:
Building Emergency Savings
FIRE Lifestyle
Financial Decisions for Your Career Path
Savings Accounts
Healthy Financial Habits
Key Dates:
Financial Capability Month
April 6: Employee Benefits Day
April 7-11: America Saves Week
April 15: Tax Day
May: Invest in Your Child's Future
Focus: Help your customers recognize the importance of planning and investing for future college and higher education expenses, setting them up for long-term success.
Social Media Language
Investing in your future doesn't have to be complicated, with [DIVISION] resources, learn how to save smarter for yourself and family. [LINK]
Invest in your child's future! A 529 plan could be helpful when saving for your child's future. Explore whether this option is right for you with our easy-to-use resources. [LINK TO MODULE]
Your future starts today! Learn how to get started with investing. [LINK TO MODULE]
Learn essential strategies for planning and investing in your future! Take the first step with a five-minute lesson today. [LINK TO MODULE]
Email Language
Subject Line: Plan for Your Child's Future Today
It's never too early (or too late) to start saving for education expenses. Whether you're planning to save for college for yourself or your child, we have resources to help! Our lessons will walk you through all the options to consider when planning to save for higher education costs.
Our provided lessons cover:
- Different ways to pay for college
- How to calculate unexpected costs
- Tools to help build college savings
- The benefits and risks of 529 plans
- Student aid options available
- How to calculate out-of-pocket costs and estimated student aid required
Paying for college is an investment! Learn how to make a financial plan and invest in your child's future today. [LINK TO JOIN]
Relevant Modules:
529 Plans
Paying for College
Sustainable Investing
Getting Started with Investing
Generational Wealth Strategies
Shopping for Insurance
Key Dates:
May 2: National Life Insurance Day
May 29: 529 Day
June: Preparing for Home Ownership
Focus: Help your customers navigate the home-buying process and understand mortgage basics. Also encourage FAFSA (Free Application for Financial Aid) completion before the deadline of June 30.
Social Media Language
Take the first step with free resources that simplify the home buying process by covering topics like budgeting, mortgage basics, and saving for a down payment. [LINK]
Owning a home starts with a plan. Explore tools to break down the home-buying process. [LINK TO MODULE]
Buying a home is a big step and large purchase! Explore our free lessons to prepare today. [LINK TO MODULE]
Don't miss out on financial aid! The FAFSA deadline is quickly approaching. Complete the application now to unlock financial aid for college. Need additional resources to navigate paying for college? Download free resources today. [LINK TO MODULE]
Email Language
Subject Line: Make Home Ownership Your Reality
June is Home Ownership Month! Whether you're just starting to save or are ready to begin the buying process, the right tools and resources can guide you along the way.
TWe can help you prepare for this significant decision that can be overwhelming and stressful. Get ready to make the right decision by
learning about the process, the people who can assist you, and the associated costs. Through [DIVISION NAME] resources, you can learn:
- The steps to buying a home
- Resources available to make decisions
- Strategies to find a home that fits a personal budget for both the short- and long term
Visit [LINK] today and take the first step to build the confidence to make home ownership a reality!
Relevant Modules:
Owning a Home
Shopping for Insurance
Paying for College
Key Dates:
National Home Ownership Month
June 28: National Insurance Awareness Day
June 30: FAFSA Deadline
July: Creating Generational Wealth
Focus: Empower your customers to have meaningful conversations about money and finances. Help them teach their children the basics of budgeting while using strategies to build generational wealth for years to come.
Social Media Language
Building generational wealth begins with conversations. Empower your family with the tools to manage wealth for generations. Explore simple lessons to teach kids about budgeting and financial success with our free resources. [LINK TO MODULE]
Teaching kids about money and budgeting is a powerful way to set them up for success! Start meaningful conversations today with help from our quick, easy-to-follow lessons. [LINK]
Invest in your family's future by teaching kids about saving and planning for long-term goals. [LINK]
Learn strategies to help you build, transfer, and maintain wealth for future generations by logging in and downloading resources today. [LINK TO MODULE]
Email Language
Subject Line: Building Wealth for Generations Starts with Your Family
Financial literacy isn't just for adults! This impacts the whole family. Focus on creating generational wealth by starting meaningful conversations and teaching your children the basics of budgeting.
Visit [DIVISION NAME] financial learning center to get started with:
-
- Family Money Conversations: Discuss spending, saving, and investing with your family to build awareness
-
- Teach Budgeting Basics: Help children develop financial skills like tracking spending and setting saving goals
-
- Plan for the Future: Create a plan for financial success that benefits the entire family
These steps and resources can arm your family with tools to create a lasting financial legacy. Start today and make a difference! [LINK]
Relevant Modules:
Generational Wealth Strategies
Family Conversations About Money
Teaching Kids to Budget
Getting Started with Investing
Healthy Financial Habits
Key Dates:
National Make a Difference to a Child Month
July 1: National Financial Freedom Day
August: Building Financial Awareness
Focus: Help your customers develop a better understanding of essential financial topics such as car loans, building credit, and online banking.
Social Media Language
Make informed financial decisions this Financial Awareness Day! Start lessons on essential financial topics like car loans, credit, and online banking to build confidence in managing your money. Start today [LINK]
Buying a car? Use our resources to navigate car loans, interest rates, and budgeting for payments. [LINK TO MODULE]
Learn how to build a good credit score and understand your report with [DIVISION NAME] free resources. [LINK]
Online banking makes it easy to track your spending, set saving goals, and manage your finances from anywhere. Explore how banking options can fit in your busy life. [LINK]
Email Language
Subject Line: Build Financial Awareness This Month
This month, focus on building financial awareness to make informed decisions about your money. From important topics such as buying your next car to managing your credit and banking online, our lessons are available to help you gain confidence in navigating these important topics.
Explore lessons on:
- Car Loans: Understand details of loan terms, interest rates, and how to budget to make the payments
- Credit Management: Discover what a strong credit score is and how to build and maintain yours
- Online Banking: Learn tips to manage your money securely and efficiently online
Empower yourself with knowledge surrounding car loans, credit management, online banking, and other essential topics today. [LINK TO MODULE]
Relevant Modules:
Car Loans
Build Better Credit
Mobile and Online Banking
Key Dates:
August 4: Commerce Day
August 14: National Financial Awareness Day
September: College Savings Month
Focus: Provide your customers with guidance on saving for college, including practical tips, effective strategies, and navigating financial planning for higher education expenses.
Social Media Language
It's College Savings Month! Planning for college expenses doesn't have to be overwhelming. Whether you're saving for your own education or helping someone else, there are simple steps to take to start building a college fund. Learn these ways and other helpful tips with free lessons today. [LINK]
Did you know? The earlier you start saving for college, the easier it will be to manage tuition, fees, and other higher education costs. Explore free resources to learn how to choose the right savings plan, strategies to maximize your savings, and how to make the most of financial aid. [LINK]
Looking to save for college but aren't sure where to start? This College Savings Month, we are here to help! Access tools to learn about 529 plans and other savings options that will work best for you and your family. [LINK TO MODULE]
Student loans can feel overwhelming, but you don't have to navigate them alone. Start learning today with free resources to help take control of your student loan repayment journey. The earlier you plan, the easier it will be to manage your debt and build a strong financial future. [LINK TO MODULE]
Email Language
Subject Line: Start Saving for College Today
September is College Savings Month and is a great time to start planning for the future. Whether you are thinking about saving for your own education, or higher education for your child, it's never too early to start planning for college expenses!
This month, learn about the following topics with free, easy-to-follow lessons:
- The best college savings plan for you and your family
- How to set realistic goals and save efficiently
- Tips to maximize financial aid and minimize student debt
Explore our free lessons and get started on your college savings journey today! [LINK]
Relevant Modules:
Paying for College
Understanding Your Student Loan
529 Plans
Key Dates:
College Savings Month
September 5: National 401(k) Day
October: National Financial Planning
Focus: Help your customers control their finances by creating a comprehensive financial plan, focusing on saving for emergencies, retirement, and setting financial goals to ensure long-term success.
Social Media Language
Happy National Financial Planning Month! Start your journey to financial freedom by creating a plan. Learn how to budget, save for emergencies, plan for retirement, and set financial goals for long-term success. [LINK]
Financial Planning is the foundation of financial success! Explore ways to build a budget, set financial goals, and prepare for emergencies with our free resources. [LINK]
Learn tips and tools to set money aside for emergency expenses so that you're prepared for the unexpected with our Building Emergency Savings module. [LINK]
Plan for the unexpected. Estate planning, emergency savings, and smart budgeting can protect you and your family. Take steps to secure your financial future today. [LINK]
Email Language
Subject Line: Prepare for the Unexpected This Financial Planning Month
October is National Financial Planning Month - a great time to prepare for life's uncertainties. Whether you are interested in estate planning, building an emergency fund, or budgeting during a crisis, these lessons can help you prepare for your future and provide peace of mind.
This month, focus on strengthening your financial foundation with the following topics:
- Estate Planning: Learn the importance of a will, power of attorney, and other important documents
- Building Emergency Savings: Discover how to save for unexpected expenses
- Budgeting During a Crisis: Get tips on managing your money when times are tough
Take charge of your financial future today and plan for the unexpected. Protect your future, family, and peace of mind with financial planning. [LINK TO MODULE]
Relevant Modules:
Estate Planning
Financial Emergency Plans
Savings Accounts
Building Emergency Savings
Financial Emergency Plans
Preventing Bankruptcy
Key Dates:
National Financial Planning Month
October 12: National Savings Day
October 16: Get Smart About Credit Day
October 16: International Credit Union Day
October 19-25: National Save to Retirement Week
November: Planning for Retirement
Focus: Help your customers take actionable steps toward preparing for retirement by guiding them through essential retirement planning.
Social Media Language
When should you start planning for retirement? The answer is today! It doesn'tmatter where you currently are on your financial journey, it is never too late (or early!) to secure your future. Get started today. [LINK TO MODULE]
Is your 401(k) working for you? Maximize retirement savings by understanding your employer match and investment options. Every contribution helps your financial future. [LINK TO MODULE]
Maximize retirement savings. Whether that is through a 401(k), Roth IRA, or other personal investments, every step helps build your future. Learn more about the differences today. [LINK TO MODULE]
When should you collect Social Security? Timing matters! Learn to maximize benefits and align Social Security with your retirement plan. [LINK TO MODULE]
Email Language
Subject Line: Start Building Your Retirement Plan Today
Are you prepared for retirement? Whether you are decades away, or it is just around the corner, now is the best time to take steps toward financial security.
Focus on essential retirement planning strategies with free lessons covering the following topics:
- How to maximize your 401(k) with employer match
- Take advantage of tax-free growth with a Roth IRA
- Learn how to strategize Social Security Timing
Visit [DIVISION NAME] financial education center [LINK] to get started today.
Relevant Modules:
401(k) Plans
Annuities
Individual Retirement Accounts
Planning for Retirement
Retirement Income Strategies
When to Collect Social Security
Small Business Essentials
Growing Your Small Business
Key Dates:
November 8: Talk Money Day
November 29: Small Business Saturday
December: End of the Year Reflection
Focus: Encourage your customers to reflect on their financial progress over the year, identify areas forimprovement, and set goals for the year ahead.
Social Media Language
How did your finances grow this year? Take a few minutes and reflect on achievements, areas for growth, and plan for the upcoming year with financial lessons. [LINK TO MODULE]
How healthy is your credit card usage? Take this month to review your balances, evaluate interest rates, and create a plan to tackle debt in the new year. [LINK TO MODULE]
A new year brings new opportunities to strengthen your financial foundation. Reflect on the past year and start building your 2026 today. Get started. [LINK TO MODULE]
Did you know an HSA isn't just a savings account, but a powerful tool to manage healthcare costs and invest in your future. This National Health Savings Account Day, review your contributions for the year and plan for future healthcare expenses. Learn more. [LINK TO MODULE]
Email Language
Subject Line: Wrap Up the Year with a Financial Check-In
As the year comes to a close, it's a great time to reflect on the financial progress you made this year and to set goals for the new year.
Here are three steps to guide your reflection:
- Review Your Budget: Look at your spending and savings over the course of the year
- Evaluate Debt: Explore strategies to pay down debt
- Set 2026 Goals: Whether it's saving for a big purchase, building an emergency fund, paying off credit card debt, or investing for retirement, start the new year with a clear plan in place
Reflection and planning can lead to greater financial success. Take a few minutes today to ensure you are on track to achieve your financial goals!
[INSERT LINK TO JOIN]