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Retirement

nextAdvisor toolkit: your 2025 social media calendar

Calendar pages

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

  1. Select a post from the options below.
  2. Click the "Download image" link and save it to your device.
  3. 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
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Month Event Download Description
01 January Happy financial wellness month Download arrow 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. 
01 January Fireworks and Happy New Year text Download arrow 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. 
01 January Honoring MLK Jr.'s legacy Download arrow 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.
02 February Happy Valentine's Day Download arrow 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.
02 February Happy Presidents day Download arrow 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.
02 February Celebrating Black History Month Download arrow 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.
03 March Celebrating Women's History Month Download arrow 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.
03 March Recognizing equal pay day Download arrow 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.
03 March Happy St. Patrick's Day Download arrow 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.
03 March Happy first day of spring Download arrow 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!
04 April Happy financial literacy month Download arrow 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.
04 April Happy America Saves week Download arrow 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.
04 April Happy Earth day Download arrow 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.
05 May Celebrating Older Americans Month Download arrow 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.
05 May Honoring Mental Health Awareness Month Download arrow 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!
05 May Remembering our nation's heroes Download arrow 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.
06 June Happy Pride Month Download arrow 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.
06 June Happy first day of summer Download arrow 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.
07 July Happy fourth of July Download arrow 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.
09 September Happy Labor Day Download arrow 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.
09 September Happy national 401K day Download arrow 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.  
09 September Happy first day of fall Download arrow 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!
10 October Happy retirement security month Download arrow 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!
10 October Happy retirement savings week Download arrow 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!
10 October Happy World Savings Day Download arrow 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. 
10 October Happy Halloween Download arrow 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.
11 November Honoring our nation's veterans Download arrow 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.
11 November Happy Thanksgiving Download arrow 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!
12 December Happy holidays Download arrow 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.
12 December Happy first day of winter Download arrow 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.
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