EstatePlanningInflationTermInsuranceRetirementPlanPowersofAttorney529PlanSocialSecurityCharitableGIvingLifeExpenctancyInvestmentsEmergencyFundDIversificationLifeExpectancyHealthcareDirectives401kPlanAccumulationPhaseDistributionPhaseMutualFundsBondsEquitiesTimeHorizonFixedIncomeAllocationLongTerm CareInsuranceEstatePlanningInflationTermInsuranceRetirementPlanPowersofAttorney529PlanSocialSecurityCharitableGIvingLifeExpenctancyInvestmentsEmergencyFundDIversificationLifeExpectancyHealthcareDirectives401kPlanAccumulationPhaseDistributionPhaseMutualFundsBondsEquitiesTimeHorizonFixedIncomeAllocationLongTerm CareInsurance

Financial Planning - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Estate Planning
  2. Inflation
  3. Term Insurance
  4. Retirement Plan
  5. Powers of Attorney
  6. 529 Plan
  7. Social Security
  8. Charitable GIving
  9. Life Expenctancy
  10. Investments
  11. Emergency Fund
  12. DIversification
  13. Life Expectancy
  14. Healthcare Directives
  15. 401k Plan
  16. Accumulation Phase
  17. Distribution Phase
  18. Mutual Funds
  19. Bonds
  20. Equities
  21. Time Horizon
  22. Fixed Income
  23. Allocation
  24. Long Term Care Insurance