5billionDeathFamilyPersonalRepresentativeBillPayingInvestmentsParentsTaxesIncapacityWillRetirementClientServiceFinancialPlanningCashFlowBeneficiaryDesignationBankingGrantorEstateChildrenMichiganTrustBusinessSuccessionDonorAdvisedFundIndianaPOAIncapacityPortfolioManagerDisabilityCharityTrusteeRiskManagementTrustOfficerBeneficiaryFlorida5billionDeathFamilyPersonalRepresentativeBillPayingInvestmentsParentsTaxesIncapacityWillRetirementClientServiceFinancialPlanningCashFlowBeneficiaryDesignationBankingGrantorEstateChildrenMichiganTrustBusinessSuccessionDonorAdvisedFundIndianaPOAIncapacityPortfolioManagerDisabilityCharityTrusteeRiskManagementTrustOfficerBeneficiaryFlorida

Wealth Advisory Services - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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.


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  1. 5 billion
  2. Death
  3. Family
  4. Personal Representative
  5. Bill Paying
  6. Investments
  7. Parents
  8. Taxes
  9. Incapacity
  10. Will
  11. Retirement
  12. Client Service
  13. Financial Planning
  14. Cash Flow
  15. Beneficiary Designation
  16. Banking
  17. Grantor
  18. Estate
  19. Children
  20. Michigan
  21. Trust
  22. Business Succession
  23. Donor Advised Fund
  24. Indiana
  25. POA
  26. Incapacity
  27. Portfolio Manager
  28. Disability
  29. Charity
  30. Trustee
  31. Risk Management
  32. Trust Officer
  33. Beneficiary
  34. Florida