PensionLumpSumGRATActionItemsFreetrustreviewETICNUAL-TaxIntegrationMedicalDirectiveReferralsSubmitaTicketStickinessEstateTaxIncreasedAccountSizeStockOptionsISOsDataGatheringeMoneyWillFRADecisionCenterClientPortalSocialSecurityLivingTrustWalletShareRSUsPOAQSBSCustomInvestmentsPensionLumpSumGRATActionItemsFreetrustreviewETICNUAL-TaxIntegrationMedicalDirectiveReferralsSubmitaTicketStickinessEstateTaxIncreasedAccountSizeStockOptionsISOsDataGatheringeMoneyWillFRADecisionCenterClientPortalSocialSecurityLivingTrustWalletShareRSUsPOAQSBSCustomInvestments

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. Pension Lump Sum
  2. GRAT
  3. Action Items
  4. Free trust review
  5. ETIC
  6. NUA
  7. L-Tax
  8. Integration
  9. Medical Directive
  10. Referrals
  11. Submit a Ticket
  12. Stickiness
  13. Estate Tax
  14. Increased Account Size
  15. Stock Options
  16. ISOs
  17. Data Gathering
  18. eMoney
  19. Will
  20. FRA
  21. Decision Center
  22. Client Portal
  23. Social Security
  24. Living Trust
  25. Wallet Share
  26. RSUs
  27. POA
  28. QSBS
  29. Custom Investments