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2021 Client Outreach Opportunities

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2021 Client Outreach Opportunities PRACTICE MANAGEMENT | FOR YOUR BUSINESS 2021 Client Outreach Opportunities MAXIMIZE RELATIONSHIPS. INCREASE ENGAGEMENT. In a constantly evolving financial services landscape – where a sea of financial guidance and options are a click away – advisors are faced with the challenge of demonstrating their value to clients in a manner that goes beyond product and performance. By making relationship- building a regular part of your business model, you can solidify your commitment to your clients and differentiate yourself from other advisors. There are actionable and timely opportunities throughout the year that make it easy to reach out and create lasting, productive client relationships – even during the unprecedented times of COVID-19. The 2021 Client Outreach Calendar now includes Financial Education event menus created by New York Life Investments to Health & Fitness help you plan your next client event. We have created Mixology & Tastings a menu of different topics and events that cover the Sports themes on the right. Please click on any of the themes ESG on the left-hand side of the inside pages to open these Client Appreciation event menus and plan your next client event! Seasonal & Holiday Charity/Philantrophy FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Quarter 1 | 2021 Maximize relationships. Increase engagement. PLEASE CLICK ON ANY OF THE THEMES ON THE LEFT-HAND SIDE OF THE PAGE TO OPEN THESE EVENTS January February March Financial National Mentoring Month Senior Independence Month Credit Education Month Education Financial Wellness Month Time Management Month National Investors’ Month 1st-7th: New Years Resolution Week Black History Month 7th-13th: Girl Scout Week 25th-29th: Tax Identity Theft 7th-15th: National Marriage Week 2nd: Read Across America Day Awareness Week 3rd: National Signing Day 8th: International Women’s Day 1st: Global Family Day (high school athletes for college) 29th: National Mom & Pop Business 1st: College Regular Decision 8th: Boy Scout Day Owners’ Day Application Deadline 9th: World Marriage Day 10th: Cut Your Energy Costs Day 26th: Spouses Day Health ——— ——— 6th: National Day of Unplugging & Fitness 30th: Take a Walk in the Park Day Mixology 15th: National Bagel Day 5th: World Nutella Day 12th: National Pancake Day & Tastings 20th: Cheese Lovers Day 18th: National Drink Wine Day 24th: World Bartender Day Sports 1st: Rose Bowl 7th: Super Bowl 9th-14th: Players Championship 4th: Trivia Day 14th: Daytona 500 (golf) 13th: NHL Season Start 14th-April 5th: March Madness 21st: World Snowboard Day ESG ——— 20th: Love Your Pet Day 3rd: World Wildlife Day 22nd: World Water Day Client Thank You Month 1st-6th: International 6th: Dentist’s Day Appreciation 10th-16th: Universal Letter Networking Week 6th: Employee Appreciation Day Writing Week 3rd: National Women Physicians’ Day 21st: Common Courtesy Day 7th: Programmers Day 11th: Inventors’ Day 30th: Doctors’ Day 9th: Law Enforcement 17th: Random Acts of Kindness Day Appreciation Day 12th: Pharmacists’ Day 24th: National Compliment Day Seasonal ——— 1st: National Freedom Day 17th: St. Patrick’s Day & Holiday 2nd: Groundhog Day 20th: First Day of Spring 12th: Chinese New Year 14th: Valentines Day 15th: Presidents Day 16th: Mardi Gras Charity/ 1st: World Day of Peace 4th: World Cancer Day Women’s History Month Philanthropy 18th: Martin Luther King Jr. Day 14th: Autism Sunday American Red Cross Month 20th: National Day of Service Miscellaneous ——— International Friendship Month 7th-13th: Teen Tech Week 21st: World Poetry Day FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Quarter 2 | 2021 Maximize relationships. Increase engagement. PLEASE CLICK ON ANY OF THE THEMES ON THE LEFT-HAND SIDE OF THE PAGE TO OPEN THESE EVENTS April May June Financial Financial Literacy Month National Teen Self-Esteem Month Homeownership Month Education 5th-10th: Explore Career 28th: Insurance Awareness Day Options Week 12th-18th: National Student Employment Week 6th: National Student-Athlete Day 10th: Sibling Day 15th: Tax Day Health 7th: World Health Day Family Wellness Month Safety Month & Fitness 9th-15th: Women’s Health Week 14th-20th: Men’s Health Week 3rd: Running Day Mixology 7th: National Beer Day Barbeque Month 5th: National Donut Day & Tastings 27th: National Prime Rib Day 13th: World Cocktail Day 18th: International Sushi Day 15th: National Pizza Party Day 16th: World Whiskey Day 21st: International Tea Day Sports 1st: MLB Opening Day April 30th-May 1st: Kentucky Derby 5th-11th: Fishing & Boating Week 5th: College Basketball 20th-23rd: PGA Championship 5th: Belmont Stakes National Championship 15th: Preakness Stakes 23rd-June 6th: French Open 5th-11th: Masters 17th-20th: US Open (Golf) 10th: Golf Day 18th: Go Fishing Day TBD: NBA Playoffs ESG Keep America Beautiful Month 1st-7th: Pet Week 5th: World Environment Day 8th: Zoo Lovers Day 15th: National Endangered 8th: World Oceans Day 22nd: Earth Day Species Day Client International Customer 3rd-7th: Teacher Appreciation Week 7th-12th: Business Etiquette Week Appreciation Loyalty Month 1st: Loyalty Day 14th-20th: Men’s Health Week 18th-24th: Customer Loyalty Week 6th: Nurses Day 1st: Global Day of Parents 16th: Get to Know Your 9th: Childcare Provider Day 20th: Father’s Day Customer Day 9th: Mother’s Day 22nd: Administrative Professionals Day 27th: Tell a Story Day Seasonal 1st: April Fool’s Day 5th: Cinco De Mayo Pride Month & Holiday 19th: Patriots Day 31st: Memorial Day 14th: Flag Day 19th: Juneteenth 20th: First Day of Summer Charity/ 18th-24th: Volunteer Week Military Appreciation Month Alzheimer’s & Brain Philanthropy 20th: Volunteer Recognition Week 2nd: Join Hands Day Awareness Month 30th: Adopt a Shelter Pet Day 8th: Military Spouses Day 14th: US Army Birthday 9th: Stamp Out Hunger Food 14th: World Blood Donor Day Drive Day 15th: National Day of Giving 16th: Armed Forces Day 21st: World Handshake Day Miscellaneous 25th: Academy Awards 4th: Star Wars Day Camping Month 8th: National Best Friends Day FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Quarter 3 | 2021 Maximize relationships. Increase engagement. PLEASE CLICK ON ANY OF THE THEMES ON THE LEFT-HAND SIDE OF THE PAGE TO OPEN THESE EVENTS July August September Financial ——— What Will be Your Legacy Month Disaster Preparedness Month Education Back to School Month 20th-25th: Build a Better 4th-10th: Simplify Your Life Week Image Week 4th: Single Working Women’s Day 9th: International Literacy Day 9th: National Women’s Day 11th: National 401k Day 22nd: American Business Women’s Day Health Family Golf Month 4th-10th: Exercise with Your Nutrition Month & Fitness Child Week Healthy Aging Month 26th: Family Health & Fitness Day Mixology National Ice Cream Month 7th: International Beer Day California Wine Month & Tastings Culinary Arts Month 28th: National Red Wine Day 29th: International Coffee Day Sandwich Generation Month 7th: Chocolate Day 25th: National Wine & Cheese Day 27th: Scotch Day Sports June 23rd-July 11th: Wimbledon 5th: Regatta Day TBD: NFL Season Kickoff 14th: MLB Home Run Derby 8th: Bowling Day 19th: National Gymnastics Day 30th-Sept 12th: US Open (Tennis) 26th: National Hunting & Fishing Day ESG 3rd: International Plastic Bag 8th: International Cat Day ——— Free Day Client 16th-22nd: National Parenting 25th-31st: National Be Kind to Intergeneration Month Appreciation Gifted Children Week Humankind Week 12th-18th: Assisted Living Week 20th-26th: Independent 12th: International Youth Day 16th: Working Parents Day Retailers Week 16th: Tell a Joke Day 28th: Ask a Stupid Question Day 11th: Cheer Up the Lonely Day 26th: Women’s Equality Day 18th: World Listening Day 26th: Love Litigating Lawyers Day 25th: Aunt & Uncle Day 26th: National Parents Day 30th: Intern Day Seasonal 4th: Independence Day Family Fun Month 6th: Labor Day & Holiday 14th: Bastille Day 11th: Patriot Day 22nd: First Day of Fall Charity/ 15th: Give Something Away Day Happiness Happens Month 5th: International Day of Charity Philanthropy 25th: Hire a Veteran Day 4th: Coast Guard Day 10th: World Suicide Prevention Day 7th: Purple Heart Day 18th: US Air Force Day 15th: International Homeless Animals Day 17th: Nonprofit Day 26th: Women’s Equality Day Miscellaneous 20th: National Moon Landing Day 9th: Twins Day ——— FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Quarter 4 | 2021 Maximize relationships. Increase engagement. PLEASE CLICK ON ANY OF THE THEMES ON THE LEFT-HAND SIDE OF THE PAGE TO OPEN THESE EVENTS October November December Financial Financial Planning Month 14th-20th: American Education Week Write a Business Plan Month Education 15th-21st: National Retirement 16th-22nd: Entrepreneurship Week Security Week 15th-21st: International Fraud 14th: Take Your Parents to Lunch Day Awareness Week 30th: Checklist Day 15th-21st: Global Entrepreneurship Week 1st: Early Decision College Application Deadline 10th: Young Readers Day 10th: International Accounting Day Health Breast Cancer Awareness Month PTA Healthy Lifestyles Month ——— & Fitness Emotional Awareness Month 1st: NYC Marathon 6th: Healthy Eating Day 17th: Take a Hike Day Mixology Sept 18-3rd: Oktoberfest 8th: Cappuccino Day 5th: Repeal of Prohibition Day & Tastings 9th: Cheese Day 23rd: National Espresso Day 18th: Bake Cookies Day 16th: National Liqueur Day 30th: National Bacon Day Sports 4th: National Golf Lovers Day ——— 28th: Card Playing Day TBD: World Series TBD: NBA Start Date ESG ——— 17th: World Peace Day ———
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