ReferralforFinancialPlanClosedReferralover$500kConvertmaturingMeridianGIC toWealthConvertmaturingMeridianGIC toWealthClosedReferralover 100kTFSAContributionNewRESPClosedReferraltoJon/JuliaReferralforFinancialPlanMemberTransfersfor 1%PromoMemberTransfersfor 1%PromoRESPContributionNewTFSAClosedReferralover$250kClosedReferralto JuliaNewRRIFMemberTransfersfor PACPromoNewMember -TransferInMemberTransfersfor PACPromoClosedReferralto JonRRSPContributionNewRRSPClosedReferralto JuliaClosedReferralto JonReferralforFinancialPlanClosedReferralover$500kConvertmaturingMeridianGIC toWealthConvertmaturingMeridianGIC toWealthClosedReferralover 100kTFSAContributionNewRESPClosedReferraltoJon/JuliaReferralforFinancialPlanMemberTransfersfor 1%PromoMemberTransfersfor 1%PromoRESPContributionNewTFSAClosedReferralover$250kClosedReferralto JuliaNewRRIFMemberTransfersfor PACPromoNewMember -TransferInMemberTransfersfor PACPromoClosedReferralto JonRRSPContributionNewRRSPClosedReferralto JuliaClosedReferralto Jon

Retirement Season - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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.


1
B
2
B
3
O
4
N
5
O
6
G
7
G
8
O
9
G
10
O
11
N
12
O
13
I
14
I
15
I
16
G
17
I
18
B
19
B
20
N
21
B
22
I
23
N
24
G
  1. B-Referral for Financial Plan
  2. B-Closed Referral over $500k
  3. O-Convert maturing Meridian GIC to Wealth
  4. N-Convert maturing Meridian GIC to Wealth
  5. O-Closed Referral over 100k
  6. G-TFSA Contribution
  7. G-New RESP
  8. O- Closed Referral to Jon/Julia
  9. G-Referral for Financial Plan
  10. O-Member Transfers for 1% Promo
  11. N-Member Transfers for 1% Promo
  12. O-RESP Contribution
  13. I-New TFSA
  14. I-Closed Referral over $250k
  15. I-Closed Referral to Julia
  16. G-New RRIF
  17. I-Member Transfers for PAC Promo
  18. B-New Member - Transfer In
  19. B-Member Transfers for PAC Promo
  20. N-Closed Referral to Jon
  21. B-RRSP Contribution
  22. I-New RRSP
  23. N-Closed Referral to Julia
  24. G-Closed Referral to Jon