Wellness and Wisdom

2025 Financial Wellness Topics
Monthly Highlights/Topics

Month Theme
January Financial Planning Week; New Years Resolutions
February Consumer Protection Week; Data/Cyber Security
March Women and Wealth / Women's History Month
April Financial Literacy; America Saves
May National College Savings Month / 529
June Social Security
July Debt Awareness
August Expecting the Unexpected
September National 401k Day
October Long Term Care Awareness
November Estate Planning and Wealth Transfer
December "Giving Tuesday" / Philanthropy

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