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The OpportunityW H Y 5 2 9

#1 Worry of families with children.

Only 13% of families are saving for college.

Gallup 2001-2015 Economy and Personal Finance Survey. Sallie Mae, “How Americans Pay for College 2014.”

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College is Expensive

F O U R Y E A R S O F C O L L E G E - N A T I O N A L A V E R A G E

( T U I T I O N , F E E S , R OO M & B O A R D )

SOURCE: COLLEGE BOARD’S “2016 TRENDS IN COLLEGE PRICING.” BASED ON A HYPOTHETICAL 5% INFLATION RATE. FIGURES ARE BASED ON AN ESTIMATED AVERAGE OF CURRENT STUDENT EXPENSES INCLUDING

TUITION, FEES, ROOM AND BOARD.

YEARS PUBLIC IN-STATE PUBLIC OUT-OF-STATE PRIVATE

TODAY (2016) $86,589 $152,451 $195,548

IN 5 YEARS $110,514 $194,568 $248,323

IN 10 YEARS $141,047 $248,323 $318,531

IN 18 YEARS $208,390 $366,886 $470,615

W W W . C O L L E G E I N V E S T . O R G 4

College is Expensive

F O U R Y E A R S O F C O L L E G E - N A T I O N A L A V E R A G E

( T U I T I O N , F E E S , R OO M & B O A R D )

SOURCE: COLLEGE BOARD’S “2016 TRENDS IN COLLEGE PRICING.” BASED ON A HYPOTHETICAL 5% INFLATION RATE. FIGURES ARE BASED ON AN ESTIMATED AVERAGE OF CURRENT STUDENT EXPENSES INCLUDING

TUITION, FEES, ROOM AND BOARD.

YEARS PUBLIC IN-STATE PUBLIC OUT-OF-STATE PRIVATE

TODAY (2016) $86,589 $152,451 $195,548

IN 5 YEARS $110,514 $194,568 $248,323

IN 10 YEARS $141,047 $248,323 $318,531

IN 18 YEARS $208,390 $366,886 $470,615

W W W . C O L L E G E I N V E S T . O R G 5

College is Expensive

F O U R Y E A R S O F C O L L E G E - N A T I O N A L A V E R A G E

( T U I T I O N , F E E S , R OO M & B O A R D )

SOURCE: COLLEGE BOARD’S “2016 TRENDS IN COLLEGE PRICING.” BASED ON A HYPOTHETICAL 5% INFLATION RATE. FIGURES ARE BASED ON AN ESTIMATED AVERAGE OF CURRENT STUDENT EXPENSES INCLUDING

TUITION, FEES, ROOM AND BOARD.

YEARS PUBLIC IN-STATE PUBLIC OUT-OF-STATE PRIVATE

TODAY (2016) $86,589 $152,451 $195,548

IN 5 YEARS $110,514 $194,568 $248,323

IN 10 YEARS $141,047 $248,323 $318,531

IN 18 YEARS $208,390 $366,886 $470,615

W W W . C O L L E G E I N V E S T . O R G 6

College is Expensive

F O U R Y E A R S O F C O L L E G E - N A T I O N A L A V E R A G E

( T U I T I O N , F E E S , R OO M & B O A R D )

SOURCE: COLLEGE BOARD’S “2016 TRENDS IN COLLEGE PRICING.” BASED ON A HYPOTHETICAL 5% INFLATION RATE. FIGURES ARE BASED ON AN ESTIMATED AVERAGE OF CURRENT STUDENT EXPENSES INCLUDING

TUITION, FEES, ROOM AND BOARD.

YEARS PUBLIC IN-STATE PUBLIC OUT-OF-STATE PRIVATE

TODAY (2016) $86,589 $152,451 $195,548

IN 5 YEARS $110,514 $194,568 $248,323

IN 10 YEARS $141,047 $248,323 $318,531

IN 18 YEARS $208,390 $366,886 $470,615

W W W . C O L L E G E I N V E S T . O R G 7

College is Expensive

F O U R Y E A R S O F C O L L E G E - N A T I O N A L A V E R A G E

( T U I T I O N , F E E S , R OO M & B O A R D )

SOURCE: COLLEGE BOARD’S “2016 TRENDS IN COLLEGE PRICING.” BASED ON A HYPOTHETICAL 5% INFLATION RATE. FIGURES ARE BASED ON AN ESTIMATED AVERAGE OF CURRENT STUDENT EXPENSES INCLUDING

TUITION, FEES, ROOM AND BOARD.

YEARS PUBLIC IN-STATE PUBLIC OUT-OF-STATE PRIVATE

TODAY (2016) $86,589 $152,451 $195,548

IN 5 YEARS $110,514 $194,568 $248,323

IN 10 YEARS $141,047 $248,323 $318,531

IN 18 YEARS $208,390 $366,886 $470,615

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Overlooked Opportunity?

C O L L E G E I N V E S T

How many people are still not using 529 plans?

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S C H O L A R S C H O I C E

Who We Are

C O L L E G E I N V E S T

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CollegeInvest 529 Plans

W E H E L P Y O U G E T T H E R E

One of the most diverse programs in the nation.

DIRECT PORTFOLIO

Index-Based Investing.

SCHOLARS CHOICE

Advisor Sold, Top 10

5 &10-yr performance.

STABLE VALUE PLUS

Guaranteed

Fixed-Income 2.59%.

SMART CHOICE

Insured.

Four distinct college plans with 31 investment options to meet the unique saving styles of Coloradans.

PLAN MANAGERS:

• Legg Mason, Vanguard, FirstBank, and Brighthouse Financial, formerly known as MetLife.

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