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Money summit2013 education planning

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Transcript

  • 1. Education Planning
  • 2. Education Planning
  • 3. P.I.I.
  • 4. Project
  • 5. Insure
  • 6. Invest
  • 7. Project
  • 8. 2003 Php100,000/year Tuition fee
  • 9. 2013 Php180,000/year
  • 10. 2003 6%/year 2013
  • 11. 2013 6%/year 2028
  • 12. 2028 Php460,000 1st year college
  • 13. 2029 Php485,000 2nd year college
  • 14. 2030 Php514,000 3rd year college
  • 15. 2031 Php545,000 4th year college
  • 16. Php2,004,000 Total college tuition
  • 17. Insure
  • 18. What?
  • 19. Dreams
  • 20. How much?
  • 21. (K+12)+College Total tuition Total Tuition
  • 22. Php3,700,000 In my case...
  • 23. Why?
  • 24. 2013 Php75,000/year 2028 invest THE PLAN
  • 25. 2013 Php75K Without Insurance
  • 26. 2017 Php75K Without Insurance
  • 27. 2018 Grade 2 R.I.P
  • 28. 2018 ??? /year 2028 invest Without Insurance
  • 29. 2028 ??? Without Insurance
  • 30. 2013 Php75K With Insurance
  • 31. 2017 Php75K With Insurance
  • 32. 2018 Grade 2 R.I.P
  • 33. 2018 2028 With Insurance Php3,700,000
  • 34. 2028 Php2,004,000 With Insurance
  • 35. Invest
  • 36. Where?
  • 37. stocks mutual funds UITFs VULs bonds
  • 38. How much?
  • 39. Php75,000/year In my case...
  • 40. For how long?
  • 41. 15 years In my case...
  • 42. Why?
  • 43. 2013 2028 Php2,036,000 Php1,297,000 Invest @ 8% Save @ 2%
  • 44. P.I.I.
  • 45. Project
  • 46. Insure
  • 47. Invest
  • 48. jeremyjessley@gmail.com
  • 49. Thank you!