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Retirement
nextAdvisor toolkit: your 2025 social media calendar
Brand yourself as a lifetime income influencer
Experts recommend people post on LinkedIn 2 – 5 times per week to maintain audience engagement1. Your posts should include a mixture of content such as pictures, videos and thought leadership. If you haven't checked out our full social media toolkit yet, make sure to familiarize yourself with that content and then explore our calendar below.
Steps for how to share on your social media
- Select a post from the options below.
- Click the "Download image" link and save it to your device.
- Create a new social media post, upload the saved image, copy and paste the text.
Use these posts on your Linkedin profile to discuss lifetime income, commemorate important moments and stay in front of clients and prospects with messages that resonate.
Please check your firm's social media policy prior to posting on any social network.
Filters
Month | Event | Download | Description |
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01 January | January: Financial Wellness Month To celebrate Financial Wellness Month, I’m taking some extra time to review my client’s retirement plans to ensure they’re on track to retire with confidence. Reach out to me today if you’d like to learn more about the lifetime income options available to your employees. |
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01 January | January 1st: New Year’s Day Looking for a resolution? Make the commitment in 2025 to offering lifetime income in your company's retirement plan. Reach out to me so we can get started. |
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01 January | January 20th: Martin Luther King Jr. Day Today, I am honoring Martin Luther King Jr.’s legacy and all he did to advocate for American workers. |
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02 February | February 14th: Valentine’s Day The best thing you can do for your loved ones is making a plan to retire with security and confidence. This Valentine’s Day, show them how much you care by starting the conversation about lifetime income. |
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02 February | February 17th: President’s Day Happy Presidents’ Day! Today we take a moment to thank our nation’s leaders. Let’s honor our past presidents and the influence they’ve had on our nation’s retirement readiness. |
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02 February | February: Black History Month This February, we celebrate the achievements and contributions of Black Americans throughout history. We recognize the importance of financial planning and the role it plays in building a lasting legacy, for every generation. |
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03 March | March: Women’s History Month This month, we honor the progress and contributions of women all around the world. We focus on creating a future where lifetime income is accessible to everyone. Join me in celebrating while we work together to make a lasting impact. |
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03 March | March 14th: Equal Pay Day Today, I am taking a moment to recognize the fight for equal pay. According to Forbes, Women earn just 84 cents for every dollar a man makes which leads to women having less financial security in retirement. Reach out if you’re interested in learning how lifetime income solutions can help your employees retire with confidence. |
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03 March | March 17th: St. Patrick's Day Does your retirement plan menu include a lifetime income option? Don’t leave retirement to luck. Reach out to today to learn about how to add a lifetime income solution to your retirement plan. |
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03 March | March 20th: Spring Equinox Spring is a time of growth and renewed focus. It’s also the perfect time to review your retirement plan menu and see if it includes the option for lifetime income. Message me directly if you’d like to learn more! |
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04 April | April: Financial Literacy Month Financial Literacy Month is the perfect time to strengthen your understanding of lifetime income. I’d love to connect and discuss how I can help your employees retire with dignity and confidence. |
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04 April | April 8th – 12th: America Saves Week America Saves Week is the perfect time to check on your retirement savings goals. Reach out to me to discuss if a lifetime income solution is right for your company’s retirement plan. |
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04 April | April 22nd: Earth Day Happy Earth Day! Let’s honor our planet’s future by making sustainable choices today. Invest like the future is watching. |
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05 May | May: Older Americans Month One of the best ways to honor the older Americans in your life is to check on their plan for retirement to see if they’re set up for a secure financial future. Reach out to me to learn more. |
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05 May | May: Mental Health Awareness Month This Mental Health Awareness Month, learn how you can support your employees’ mental and financial well-being with your retirement plan. Lifetime income can offer peace of mind by providing financial security in retirement. Schedule a meeting with me to learn more! |
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05 May | Last Monday in May: Memorial Day Today, I am spending time reflecting our nation’s great heroes and all they’ve done for our country. |
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06 June | June: Pride Month This June, we celebrate Pride Month, a time to honor the LGBTQ+ community, promote inclusivity, and recognize the importance of financial security for everyone. |
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06 June | June 20th: Summer Solstice Did you know that today is the Summer Solstice - aka the longest day of the year? Use that extra sunlight to evaluate your company’s retirement plan! Reach out to me if you’d like to learn about lifetime income options for your company. |
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07 July | July: Fourth of July As we celebrate the Fourth of July, reach out to learn how you can light up your retirement with lifetime income. |
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09 September | September 1st: Labor Day We honor the dedication and contributions of all workers who have built and continue to build America. Reach out to me today to learn how you can honor your workers by setting them up for success in retirement. |
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09 September | September 5th: National 401(k) Day Today, I am celebrating National 401(k) Day! Thanks to the SECURE Act, employers can now embed a lifetime income solution into their company's 401(k) plan. Reach out directly if you’d like to learn more. |
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09 September | September 22nd: Autumnal Equinox As the air starts to get colder and leaves start to change colors, now is the perfect time to review your company’s retirement plan investment menu to see if there’s an option for lifetime income. Contact me directly if you’d like to learn more! |
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10 October | October: Retirement Security Month This Retirement Security Month, learn about the lifetime income options available to your retirement plan. Reach out to me today learn how to get started! |
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10 October | October 20th – 26th: Retirement Savings Week Happy Retirement Savings Week! Pour yourself a cup of coffee and get ready to review your company’s retirement plan investment menu to see if it includes the option for lifetime income. Contact me today if you’d like to learn more! |
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10 October | October 31st: World Savings Day World Savings Day reminds us of the importance of saving and investing in your future. A lifetime income option in your company’s retirement plan can help your employees feel secure in retirement. Reach out directly if you’d like to evaluate the options available to your plan. |
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10 October | October 31st: Halloween Don’t get spooked by retirement benefits! Embedding a lifetime income solution into your company's plan can help your employees retire with dignity and confidence. Reach out if you'd like to learn more. |
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11 November | November 11: Veteran's Day Join me in honoring our nation’s veterans. Thank you for all that you’ve done to keep our nation safe. |
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11 November | Last Thursday in November: Thanksgiving Financial security and peace of mind are gifts to be grateful for. Today, I am grateful that I love what I do by having the opportunity to help people retire with dignity and confidence. Happy Thanksgiving! |
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12 December | December: Holiday season 'Tis the season of giving and saving! By planning ahead for your retirement, we can create a future filled with joy and peace of mind. |
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12 December | December 21st: Winter Solstice Darkest day of the year got you down? Use today to review your retirement plan investment menu. Reach out to me to learn about how a lifetime income solution can help your employees retire securely. |
Sources
1. https://www.socialchamp.io/blog/how-often-should-you-post-on-linkedin/#:~:text=While%20the%20ideal%20frequency%20can,generally%20provides%20the%20best%20results.
1. https://www.socialchamp.io/blog/how-often-should-you-post-on-linkedin/#:~:text=While%20the%20ideal%20frequency%20can,generally%20provides%20the%20best%20results.
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