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J.P. Morgan · consulting-deck

529 cpe

45 pages · 6 arc beats · 3 loops

Consulting-Deck Download JSON
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529 cpe

J.P. Morgan
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

6
coverage by narrative range · generated from this deck JSON
Narrative range 43 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 22 hits
— 0/4 slides
50% 2/4 slides · 3 hits
— 0/4 slides
100% 4/4 slides
— 0/4 slides
Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 45 hits
— 0/6 slides
83.3% 5/6 slides · 7 hits
— 0/6 slides
100% 6/6 slides 100% 6/6 slides Problem & Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 31 hits
— 0/4 slides
75% 3/4 slides 25% 1/4 slides 100% 4/4 slides
— 0/4 slides
Solution & Approach 4 slides 100% 4/4 slides 100% 4/4 slides · 29 hits
— 0/4 slides
25% 1/4 slides
— 0/4 slides
100% 4/4 slides 100% 4/4 slides Evidence 8 slides 100% 8/8 slides 100% 8/8 slides · 61 hits
— 0/8 slides
25% 2/8 slides 12.5% 1/8 slides 100% 8/8 slides
— 0/8 slides
Resolution 17 slides 100% 17/17 slides 100% 17/17 slides · 113 hits
— 0/17 slides
52.9% 9/17 slides 29.4% 5/17 slides 100% 17/17 slides 35.3% 6/17 slides

Slide inventory

45
every slide · same image gating as the playbook
01
Slide 1
Includes award logos and disclaimer text.front_matter
Open slide detailBeat · Setup
02
front_matter
Open slide detailBeat · Setup
03
front_matter
Open slide detailBeat · Setup
04
The slide uses a bar chart to demonstrate the positive correlation between education level and annual income, with a specific callout for the ROI of a bachelor'quantify_impact
Open slide detailBeat · Setup
05
Includes a callout box regarding family discussions on salaries and a J.P. Morgan branding footer.quantify_impact
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
06
The slide uses a combination of a table and a bar chart to correlate education levels with employment outcomes.analyze_data
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
07
The chart highlights the extreme outlier status of college tuition inflation compared to other consumer goods.analyze_data
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
08
The chart uses a 5% annual inflation rate for college costs.quantify_impact
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
09
The chart illustrates the cost-saving benefit of the '2+2' community college transfer model across different time horizons.compare_options
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
10
The slide uses a bar chart to compare total costs and a sidebar to provide context on graduation rates and acceleration methods.quantify_impact
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
11
The slide uses a dual bar chart comparison to illustrate the widening gap between costs and aid.frame_problem
Open slide detailBeat · Problem & Complication
12
Includes specific data points on Pell Grant eligibility and sports scholarship scarcity.quantify_impact
Open slide detailBeat · Problem & Complication
13
The slide uses a binary classification (increase vs decrease) to explain complex regulatory changes.summarize
Open slide detailBeat · Problem & Complication
14
The slide uses a process flow diagram to explain the SAI calculation formula.present_framework
Open slide detailBeat · Problem & Complication
15
The table highlights that income has a significantly larger impact on SAI than assets.analyze_data
Open slide detail
16
Includes a bar chart for average loan balances and a comparison table for debt growth by category.present_solution
Open slide detail
17
Includes detailed footnotes regarding tax implications and contribution limits.summarize
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
18
The slide emphasizes the 'missed opportunity' of $1.7 trillion held outside of 529 plans.frame_problem
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
19
Includes a disclaimer section at the bottom and a callout box regarding state-specific rules.present_framework
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
20
The slide uses a comparative bar chart to demonstrate the 'cost of waiting' to start investing for college.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
21
Includes a call-to-action sidebar for a college planning calculator.analyze_data
Open slide detailBeat · Evidence
22
Includes detailed methodology and disclaimer in footnotes.quantify_impact
Open slide detailBeat · Evidence
23
The slide uses a process-flow diagram to demonstrate the financial impact of 529 plan contributions for individuals vs. couples.illustrate_case
Open slide detailBeat · Evidence
24
Includes disclaimer and source information.quantify_impact
Open slide detailBeat · Evidence
25
The slide uses a cumulative additive model to show how different funding sources increase the total savings and the percentage of college costs covered.illustrate_case
Open slide detailBeat · Evidence
26
Includes J.P. Morgan Asset Management branding and detailed methodology footnotes.quantify_impact
Open slide detailBeat · Evidence
27
The slide uses a line chart to demonstrate the compounding effect of investment returns over an 18-year horizon.quantify_impact
Open slide detailBeat · Evidence
28
The chart uses a floating bar/range representation to show return distributions.analyze_data
Open slide detailBeat · Evidence
29
The chart compares a $55,763 investment cost against a $135,587 borrowing cost to cover a $100,000 college expense.compare_options
Open slide detailBeat · Resolution
30
The slide uses a semi-circular diagram to link four categories to their respective detailed considerations.present_framework
Open slide detailBeat · ResolutionLoop · Mece Breakdown
31
The slide uses a matrix structure to map time periods (columns) against student grade levels (rows).plan_implementation
Open slide detailBeat · ResolutionLoop · Mece Breakdown
32
Includes a donut chart for investment vs spending, a bar chart for spending allocation, and a comparison table for endowment size impact.analyze_data
Open slide detailBeat · ResolutionLoop · Mece Breakdown
33
The slide acts as a resource directory for college planning.appendix
Open slide detailBeat · ResolutionLoop · Mece Breakdown
34
summarize
Open slide detailBeat · ResolutionLoop · Mece Breakdown
35
The slide uses a dot-matrix comparison table to distinguish between FAFSA and CSS Profile requirements.compare_options
Open slide detailBeat · ResolutionLoop · Mece Breakdown
36
Includes a footnote regarding age eligibility and a source citation.summarize
Open slide detailBeat · Resolution
37
Includes footnotes regarding interest rates, annual limits, and eligibility criteria.summarize
Open slide detailBeat · Resolution
38
Includes detailed footnotes regarding tax implications and contribution limits.compare_options
Open slide detailBeat · Resolution
39
Includes detailed footnotes regarding tax implications and contribution rules.compare_options
Open slide detailBeat · Resolution
40
The slide explicitly positions 529 plans as the superior alternative to these options.compare_options
Open slide detailBeat · Resolution
41
Information as of December 2025.summarize
Open slide detailBeat · Resolution
42
The map uses color-coding to distinguish between tax parity states, tax-neutral states, and states with in-state only tax breaks.present_framework
Open slide detailBeat · Resolution
43
appendix
Open slide detailBeat · Resolution
44
other
Open slide detailBeat · Resolution
45
Includes specific program benefits and contact information.present_solution
Open slide detailBeat · Resolution