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Money summit2013   education planning
 

Money summit2013 education planning

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    Money summit2013   education planning Money summit2013 education planning Presentation Transcript

    • Education Planning
    • Education Planning
    • P.I.I.
    • Project
    • Insure
    • Invest
    • Project
    • 2003 Php100,000/year Tuition fee
    • 2013 Php180,000/year
    • 2003 6%/year 2013
    • 2013 6%/year 2028
    • 2028 Php460,000 1st year college
    • 2029 Php485,000 2nd year college
    • 2030 Php514,000 3rd year college
    • 2031 Php545,000 4th year college
    • Php2,004,000 Total college tuition
    • Insure
    • What?
    • Dreams
    • How much?
    • (K+12)+College Total tuition Total Tuition
    • Php3,700,000 In my case...
    • Why?
    • 2013 Php75,000/year 2028 invest THE PLAN
    • 2013 Php75K Without Insurance
    • 2017 Php75K Without Insurance
    • 2018 Grade 2 R.I.P
    • 2018 ??? /year 2028 invest Without Insurance
    • 2028 ??? Without Insurance
    • 2013 Php75K With Insurance
    • 2017 Php75K With Insurance
    • 2018 Grade 2 R.I.P
    • 2018 2028 With Insurance Php3,700,000
    • 2028 Php2,004,000 With Insurance
    • Invest
    • Where?
    • stocks mutual funds UITFs VULs bonds
    • How much?
    • Php75,000/year In my case...
    • For how long?
    • 15 years In my case...
    • Why?
    • 2013 2028 Php2,036,000 Php1,297,000 Invest @ 8% Save @ 2%
    • P.I.I.
    • Project
    • Insure
    • Invest
    • jeremyjessley@gmail.com
    • Thank you!