SocialSecurityMedicalDirectiveCustomInvestmentsFreetrustreviewNUAStickinessWalletShareWillActionItemsETICIncreasedAccountSizeGRATClientPortalReferralsDecisionCenterQSBSPOARSUsL-TaxISOsPensionLumpSumeMoneyDataGatheringEstateTaxLivingTrustStockOptionsSubmitaTicketFRAIntegrationSocialSecurityMedicalDirectiveCustomInvestmentsFreetrustreviewNUAStickinessWalletShareWillActionItemsETICIncreasedAccountSizeGRATClientPortalReferralsDecisionCenterQSBSPOARSUsL-TaxISOsPensionLumpSumeMoneyDataGatheringEstateTaxLivingTrustStockOptionsSubmitaTicketFRAIntegration

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