Talked topart with$100k +at FidelityPart withbirthdayon the28thParts firstname sameas yourManagerPart livesin yourhomestateFund a PIaccounttodayPart withyour firstnamePart tenurew/ companymore than15 yearsGiveEducationalin NatureDisclosureTransfer toa Branch [orsend leadvia Prelude]ProcessenrollmentCoverFIDPREPPart withsame birthmonth asyouGet atransferfrom aService RepWorkOTtodayGet aHUG fromDaveEpplenFist bumpJoeRequejoGet atransferfrom PIHaveMarketTimingConvoPlan whooffersPASwIncreasecontributionamountSend a linkviaFidelity.comPart whohas PIaccountProcessPTOPParts firstnamesame asyour GSSTalked topart with$100k +at FidelityPart withbirthdayon the28thParts firstname sameas yourManagerPart livesin yourhomestateFund a PIaccounttodayPart withyour firstnamePart tenurew/ companymore than15 yearsGiveEducationalin NatureDisclosureTransfer toa Branch [orsend leadvia Prelude]ProcessenrollmentCoverFIDPREPPart withsame birthmonth asyouGet atransferfrom aService RepWorkOTtodayGet aHUG fromDaveEpplenFist bumpJoeRequejoGet atransferfrom PIHaveMarketTimingConvoPlan whooffersPASwIncreasecontributionamountSend a linkviaFidelity.comPart whohas PIaccountProcessPTOPParts firstnamesame asyour GSS

GUIDANCE DAY O' FUN BINGO!!!! - 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. Talked to part with $100k + at Fidelity
  2. Part with birthday on the 28th
  3. Parts first name same as your Manager
  4. Part lives in your home state
  5. Fund a PI account today
  6. Part with your first name
  7. Part tenure w/ company more than 15 years
  8. Give Educational in Nature Disclosure
  9. Transfer to a Branch [or send lead via Prelude]
  10. Process enrollment
  11. Cover FIDPREP
  12. Part with same birth month as you
  13. Get a transfer from a Service Rep
  14. Work OT today
  15. Get a HUG from Dave Epplen
  16. Fist bump Joe Requejo
  17. Get a transfer from PI
  18. Have Market Timing Convo
  19. Plan who offers PASw
  20. Increase contribution amount
  21. Send a link via Fidelity.com
  22. Part who has PI account
  23. Process PTOP
  24. Parts first name same as your GSS