AlternativeInvestmentsOptionsstrategiesQSBSWalletShare10b5-1 PlanClientPortalNUADataGatheringActionItemsSocialSecurityUmbrellaInsuranceETICConcentratedStockLifeinsuranceEstateTaxFRALivingTrustAnnuityGRATSurvivorshipanalysisQCDsPOAWillsDecisionCenterSubmitaTicket529sISOsLong-termCareBackdoorRothAlternativeInvestmentsOptionsstrategiesQSBSWalletShare10b5-1 PlanClientPortalNUADataGatheringActionItemsSocialSecurityUmbrellaInsuranceETICConcentratedStockLifeinsuranceEstateTaxFRALivingTrustAnnuityGRATSurvivorshipanalysisQCDsPOAWillsDecisionCenterSubmitaTicket529sISOsLong-termCareBackdoorRoth

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