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A Year Well Planned!

Make saving and planning a part of every day and every decision using these monthly events focused on financial well being!

January

EITC Awareness Day

EITC Awareness Day is a national effort to increase utilization of the Earned Income Tax Credit, sponsored by the IRS.

February

America Saves Week

America Saves Week is a national effort to assist individuals to set savings goals and take action to advance towards these goals, sponsored by America Saves and the American Savings Education Council (ASEC).

March

National Consumer Protection Week (NCPW)

NCPW is a coordinated campaign that encourages consumers nationwide to take full advantage of their consumer rights and make better-informed decisions in the marketplace.

Global Money Week

Talk, play, create, sing, read, discuss and learn about saving, money, changing economic systems and building a financial future for youth.

April -- Financial Literacy Month

Financial Literacy Month

To highlight the importance of financial literacy and economic empowerment and to encourage all Americans to increase their
understanding of saving, investing, and credit choices.

  • Jump$tart Coalition — Original Promoter of FLM
  • Council for Economic Education

National Employee Benefits Day

Acknowledges trustees, administrators, corporate benefits practitioners and professional advisors for their dedication to providing quality benefits and the important role they play in their colleagues’ well-being, sponsored by the International Foundation of Employee Benefit Plans.

Teach a Child to Save Day

A national campaign that raises awareness about the important role that banks and bankers play in helping young people develop lifelong savings habits, sponsored by the American Bankers Association Education Foundation.

National Credit Union Youth Month

Encourage your members to get “Wild About Saving” by visiting—and saving at—their credit union, sponsored by America’s Credit Unions (formerly CUNA).

May

Disability Insurance Awareness Month

A time for disability insurance “reality check.” Take this opportunity to make sure you’d be OK financially in the event that a disability keeps you out of work for an extended period of time, sponsored by the LIFE Foundation.

Older Americans Month

Each year the Administration on Aging (AoA) issues a theme for Older Americans Month to assist our National Aging Services Network of state, tribal, area agencies on aging, and community services providers plan for activities that might take place in May or throughout the year. The theme of this year’s celebration-Older Americans: Connecting the Community-pays homage to the many ways in which older adults bring inspiration and continuity to the fabric of our communities. It also highlights the many ways technology is helping older Americans live longer, healthier and more engaged lives. Sponsored by the Administration on Aging.

September

Life Insurance Awareness Month
An educational campaign designed to get consumers to take stock of their life insurance needs and protect their loved ones through proper life insurance planning, sponsored by LIFE Foundation.

October

World Financial Planning Day

International Credit Union Day

Highlights the important economic and social contributions credit unions make to their communities worldwide, sponsored by Credit union National Association (CUNA).

Get Smart About Credit Day

Is a national campaign of volunteer bankers who help young people develop responsible credit habits, sponsored by the American Bankers Association Education Foundation. Usually takes place on the third Thursday in October.

National Estate Planning Awareness Week

Estate planning is one of the most overlooked areas of personal financial management. It is estimated that over 120,000,000 Americans do not have up to date estate plans to protect themselves and their families in the event of sickness, accidents, or untimely death. This costs the affluent and middle classes wasted dollars and hours of emotional hardship each year that that can be minimized with proper advanced planning and action.

Contact

Durham / Raleigh / Chapel Hill
Phone: (919) 213-1737
1005 Slater Road, Suite 320
Durham, NC 27703

 

Charlotte
Phone: (980) 272-7676
4530 Park Road, Suite 108
Charlotte, NC 28209

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