ActionItemsFRAETICQCDsSurvivorshipanalysisConcentratedStockDecisionCenterEstateTaxNUABackdoorRothWillsDataGatheringWalletSharePOAQSBS10b5-1 PlanUmbrellaInsuranceISOs529sSubmitaTicketOptionsstrategiesLivingTrustClientPortalGRATAnnuityLong-termCareAlternativeInvestmentsLifeinsuranceSocialSecurityActionItemsFRAETICQCDsSurvivorshipanalysisConcentratedStockDecisionCenterEstateTaxNUABackdoorRothWillsDataGatheringWalletSharePOAQSBS10b5-1 PlanUmbrellaInsuranceISOs529sSubmitaTicketOptionsstrategiesLivingTrustClientPortalGRATAnnuityLong-termCareAlternativeInvestmentsLifeinsuranceSocialSecurity

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