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 ———
Client 4th-8th: Customer Service Week Family Caregivers Month Write a Friend Month Appreciation 5th: World Teachers’ Day 13th: World Kindness Day 6th-11th: Older Driver Safety 16th: Boss’ Day 20th: Children’s Day Awareness Week 25th: International Artists Day 11th: National Salesperson Day 28th: National First Responders Day 26th: Thank You Note Day
Seasonal 11th: Columbus Day 25th: Thanksgiving Stress Free Family Holiday Month & Holiday 31st: Halloween 26th: Black Friday 7th: Pearl Harbor Day 27th: Small Business Saturday 21st: Winter Solstice 31st: New Year’s Eve
Charity/ Global Diversity Awareness Month Adoption Month Human Rights Month Philanthropy 21st-27th: Food Bank Week Military Family Month 3rd: International Day of People 10th: World Homeless Day 10th: US Marine Corps Day with Disabilities 13th: US Navy Day 11th: Veterans Day 7th: Pearl Harbor Day 24th: United Nations Day 15th: National Philanthropy Day 10th: Human Rights Day 31st: UNICEF Day 30th: National Day of Giving/ 13th: US National Guard Day Giving Tuesday
Miscellaneous Country Music Month ——— National Tie Month 6th-11th: Computer Science Education Week 7th: International Civil Aviation Day
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
This material is provided as a resource for information only. Neither New York Life Insurance Company, New York Life Investment Management LLC, their affiliates, nor their representatives provide legal, tax, or accounting advice. You are urged to consult your own legal and tax advisors for advice before implementing any plan.
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1882979 MS238-20 FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. MSWM06pp-01/21