ETICSocialSecurity529sDataGatheringConcentratedStockLivingTrustQSBSOptionsstrategiesAnnuityWalletShareClientPortalISOsFRALong-termCareBackdoorRothLifeinsuranceEstateTaxSurvivorshipanalysisSubmitaTicketActionItemsGRATNUAPOAUmbrellaInsurance10b5-1 PlanDecisionCenterAlternativeInvestmentsWillsQCDsETICSocialSecurity529sDataGatheringConcentratedStockLivingTrustQSBSOptionsstrategiesAnnuityWalletShareClientPortalISOsFRALong-termCareBackdoorRothLifeinsuranceEstateTaxSurvivorshipanalysisSubmitaTicketActionItemsGRATNUAPOAUmbrellaInsurance10b5-1 PlanDecisionCenterAlternativeInvestmentsWillsQCDs

Financial Planning - 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
I
2
G
3
O
4
O
5
B
6
O
7
O
8
G
9
N
10
G
11
B
12
G
13
O
14
B
15
N
16
N
17
G
18
B
19
B
20
B
21
I
22
G
23
I
24
N
25
I
26
I
27
N
28
O
29
I
  1. I-ETIC
  2. G-Social Security
  3. O-529s
  4. O-Data Gathering
  5. B-Concentrated Stock
  6. O-Living Trust
  7. O-QSBS
  8. G-Options strategies
  9. N-Annuity
  10. G-Wallet Share
  11. B-Client Portal
  12. G-ISOs
  13. O-FRA
  14. B-Long-term Care
  15. N-Backdoor Roth
  16. N-Life insurance
  17. G-Estate Tax
  18. B-Survivorship analysis
  19. B-Submit a Ticket
  20. B-Action Items
  21. I-GRAT
  22. G-NUA
  23. I-POA
  24. N-Umbrella Insurance
  25. I-10b5-1 Plan
  26. I-Decision Center
  27. N-Alternative Investments
  28. O-Wills
  29. I-QCDs