This bingo card has a free space and 24 words: Tell Me More..., What do you want to do in retirement?, How did you pick these investments?, What is your investment strategy?, How important is it to you to leave a financial legacy?, How does that home purchase fit into your retirement plan?, What are your plans for retirement?, How do you make important investment & financial decisions?, What do you know about the income options available to you?, What changes to your financial needs may need to be made based on your recent life changes?, How is saving for retirement going?, What has been your investment experience so far?, How does this account fit into your financial picture?, How will you replace your income in retirement?, When was the last time you worked with a financial advisor?, What prompted your decision to take this withdrawal/loan?, What are your most important financial concerns?, How are you allocated in your other retirement accounts?, When are you planning on retiring?, What does retirement look like to you?, What other sources of income will you be drawing from?, How does that fit into your retirement plan?, Which planning features have you used on our website? and How is retirement going?.
Temp Check Bingo | Uncovering the needs | 6 DAYS LEFT = TAG LINE BINGO | WRAP Bingo | College Knowledge
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