WalletShareDataGatheringActionItemsEstateTaxQSBSConcentratedStockDecisionCenterGRATAlternativeInvestmentsSurvivorshipanalysisAnnuityUmbrellaInsuranceETICLivingTrustNUABackdoorRothFRALong-termCareQCDsISOsLifeinsuranceSubmitaTicketClientPortalOptionsstrategies529sSocialSecurityPOAWills10b5-1 PlanWalletShareDataGatheringActionItemsEstateTaxQSBSConcentratedStockDecisionCenterGRATAlternativeInvestmentsSurvivorshipanalysisAnnuityUmbrellaInsuranceETICLivingTrustNUABackdoorRothFRALong-termCareQCDsISOsLifeinsuranceSubmitaTicketClientPortalOptionsstrategies529sSocialSecurityPOAWills10b5-1 Plan

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