Top Banner
Education Planning
52

Money summit2013 education planning

Jul 05, 2015

Download

Technology

Jeremy Tan
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Money summit2013   education planning

Education Planning

Page 2: Money summit2013   education planning
Page 3: Money summit2013   education planning
Page 4: Money summit2013   education planning

Education Planning

Page 5: Money summit2013   education planning

P.I.I.

Page 6: Money summit2013   education planning

Project

Page 7: Money summit2013   education planning

Insure

Page 8: Money summit2013   education planning

Invest

Page 9: Money summit2013   education planning

Project

Page 10: Money summit2013   education planning
Page 11: Money summit2013   education planning

2003

Php100,000/year

Tuition fee

Page 12: Money summit2013   education planning

2013

Php180,000/year

Page 13: Money summit2013   education planning

2003

6%/year

2013

Page 14: Money summit2013   education planning

2013

6%/year

2028

Page 15: Money summit2013   education planning

2028

Php460,000

1st year college

Page 16: Money summit2013   education planning

2029

Php485,000

2nd year college

Page 17: Money summit2013   education planning

2030

Php514,000

3rd year college

Page 18: Money summit2013   education planning

2031

Php545,000

4th year college

Page 19: Money summit2013   education planning

Php2,004,000Total college tuition

Page 20: Money summit2013   education planning

Insure

Page 21: Money summit2013   education planning

What?

Page 22: Money summit2013   education planning

Dreams

Page 23: Money summit2013   education planning

How much?

Page 24: Money summit2013   education planning

(K+12)+CollegeTotal tuition Total

Tuition

Page 25: Money summit2013   education planning

Php3,700,000In my case...

Page 26: Money summit2013   education planning

Why?

Page 27: Money summit2013   education planning

2013

Php75,000/year

2028

invest

THE PLAN

Page 28: Money summit2013   education planning

2013

Php75K

Without Insurance

Page 29: Money summit2013   education planning

2017

Php75K

Without Insurance

Page 30: Money summit2013   education planning

2018Grade 2

R.I.P

Page 31: Money summit2013   education planning

2018

??? /year

2028

invest

Without Insurance

Page 32: Money summit2013   education planning

2028

???

Without Insurance

Page 33: Money summit2013   education planning

2013

Php75K

With Insurance

Page 34: Money summit2013   education planning

2017

Php75K

With Insurance

Page 35: Money summit2013   education planning

2018Grade 2

R.I.P

Page 36: Money summit2013   education planning

2018 2028

With Insurance

Php3,700,000

Page 37: Money summit2013   education planning

2028

Php2,004,000

With Insurance

Page 38: Money summit2013   education planning

Invest

Page 39: Money summit2013   education planning

Where?

Page 40: Money summit2013   education planning

stocksmutual funds

UITFs VULs

bonds

Page 41: Money summit2013   education planning

How much?

Page 42: Money summit2013   education planning

Php75,000/yearIn my case...

Page 43: Money summit2013   education planning

For how long?

Page 44: Money summit2013   education planning

15 yearsIn my case...

Page 45: Money summit2013   education planning

Why?

Page 46: Money summit2013   education planning

2013 2028

Php2,036,000

Php1,297,000

Invest @ 8%Save @ 2%

Page 47: Money summit2013   education planning

P.I.I.

Page 48: Money summit2013   education planning

Project

Page 49: Money summit2013   education planning

Insure

Page 50: Money summit2013   education planning

Invest

Page 52: Money summit2013   education planning

Thank you!