SubmitaTicketWillsAlternativeInvestmentsQSBSDataGatheringEstateTax10b5-1 PlanBackdoorRothWalletShareSocialSecurityOptionsstrategiesLong-termCareUmbrellaInsuranceLivingTrustDecisionCenterAnnuityLifeinsuranceActionItemsSurvivorshipanalysisETIC529sClientPortalGRATConcentratedStockISOsNUAQCDsPOAFRASubmitaTicketWillsAlternativeInvestmentsQSBSDataGatheringEstateTax10b5-1 PlanBackdoorRothWalletShareSocialSecurityOptionsstrategiesLong-termCareUmbrellaInsuranceLivingTrustDecisionCenterAnnuityLifeinsuranceActionItemsSurvivorshipanalysisETIC529sClientPortalGRATConcentratedStockISOsNUAQCDsPOAFRA

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