An investment product that provides a brighter future for your child.

1. Jonathan R. Wallentine, FSA, CERA, MAAA
Chief Founding Father and CEO/CCO
Lindsay L. Wallentine
Chief Founding Mother and CMO
Fall 2013
Fit4Mom Meeting
Confidential – Not for use with the public

2. We believe investing in your child’s future should be simple
We believe the ӓmco education fund will be just as common as a 401k
Just as a 401k is the primary vehicle used to help families save for retirement, we
believe the ӓmco education fund will be its counterpart to help kids when the
time comes to leave the nest
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What we believe
Every child deserves a head start in life
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3. Economic - Student loan debt is forcing 85% of college graduates to move home
with their parents
Social - Young families can research products online and don’t need to pay
financial advisors large commissions to get the best products
Technological – Recent developments have provided the necessary tools to
administer small reoccurring deposits at a negligible cost into an investment
vehicle that tracks the total stock market return
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Why is now the right time for our product?
Today’s environment led to the development of our simple product to help families
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4. The mamas didn’t know the best way to save for their children
the ӓmco education fund was launched to provide these moms with the best
product
In just two weeks, 25% of the mamas bought our product
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How we got started
It all began with Stroller Strides Laguna Niguel
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5. ӓamco
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The product is structured as an Education Savings Account (ESA), defined in section 530 of
the IRS tax code.
It works just like an IRA. Yearly contributions are limited to $2,000 per year, and the money
grows tax free if used while your child is in school, instead of during retirement like an IRA.
Reoccurring contributions from your bank can be set up monthly or annually. Once a
contribution is completed, the money is invested in a fund that tracks the S&P 500.
To make sure our clients feel their money is secure, we chose Scottrade as the custodian
because they have over 15,000 branch office locations so clients can easily make
deposits and take withdrawals from their Scottrade account.
The product
It’s an IRA for your children
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6. Trade Fee
Simple Mobile App
Reoccurring Transfers
Managed by Professionals
Service Fee
$7$0 $8.95 $9.99
NoYes No No
NoYes No No
0% per year*2% per year 0% per year 0% per year
NoYes No No
* amco’s service fee is 0% for the first year to ensure our clients are 100% satisfied with the product before
amco receives a single dollar!
Competition
Large financial institutions have a similar product, but we believe our product is better
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7. $80,733
Account balance
$36,000 Deposit Amount
$44,000 of tax free profit. By contributing $2,000 per year for 18 years (total of $36,000),
your ӓmco education fund would grow to over $80,000 (a tax free profit of $44,000) if the
average net investment return was 8%.
Get other family members to contribute. Instead of family members buying gifts your
child will out grow, why not have them provide a gift that lasts a lifetime. Anyone can
contribute to your child’s ӓmco education fund.
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How much can I save?
Watch it grow daily on your simple mobile app
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8. By not contributing $2,000 the year your child is born, it can cost you over $8,000 in tax
free savings when your child turns 18
The IRS doesn’t let you make up missed yearly contributionsӓamco
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Why we need to act quickly
Each child is allowed only a maximum contribution of $2,000 per year
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9. 5
minutes
to fill out
forms
The cost of
1
monthly
dinner for
two
+ =
$80,000*
for your
child’s
future
1 great
head
start in
life
+
*$80,000 is based on a annual net investment return of 8% and a maximum contribution of $2,000 per year (or $166 per month)
Financial health for families is our mission
Here is one equation we want all families to know
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10. Laguna Niguel Franchise Owner
The franchise owners and mamas believe in our mission
Both franchise owners and mamas have publicly thanked us for our product
Laguna Niguel Stroller Strides Mama
Confidential – Not for use with the public 10
Kelly McCabe
Comments

11. “I’m so excited to get Lilliana’s money working rather than sitting in her ING account”
Sally Lezama, Stroller Strides Laguna Niguel
“Thank you for taking this on and helping Kate’s future buddy’s college funds”
Krista Krach, Stroller Strides Laguna Niguel
“Thanks for helping us get this all started!”
Genevieve Oakes, Stroller Strides Laguna Niguel
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“Thank you for getting us prepared for the kid’s future expenses; I do appreciate it”
Michele Brosch, Stroller Strides Laguna Niguel
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What we’re hearing from the mamas
They love their new ӓmco education fund
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12. “Why didn’t my financial advisor tell me about this type of education fund?”
Kimberly Jantz, Stroller Strides Laguna Niguel
“All of our college savings is just sitting in a savings account and I knew we needed to
do something with it, but just didn’t know what!”
Wiebke Olamendi, Stroller Strides Laguna Niguel
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“I need one of these. We have just been procrastinating”
Ariella Philpott, Stroller Strides Laguna Niguel
“We have been meaning to set one up for the longest time but just haven’t gotten
around to it yet. I need one badly!”
Leah Wilson, Stroller Strides Laguna Niguel
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What we’re hearing from the mamas
They need our help
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13. Socially responsible consumer productsHealth food products
Financial health productSocially responsible personal care products
Are we a good Fit4Mom?
Financial fitness is an important element of healthy living. A partnership will add an important
dimension to the Fit4Mom brand (financial health).
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14. Institutional Distribution:
By leveraging our existing relationships
with large employee benefit consulting
practices, the ӓmco education fund is
available to families through corporate
sponsored employee benefit programs
during open enrollment.
Institutional Distribution:
Corporate wellness programs are the
common solution to help employers
reduce health insurance costs. Fit4Mom
can be a well-being provider as part of a
corporate wellness program.
Retail Distribution:
the ӓmco education fund is rolled out to
numerous family focused organizations.
Retail Distribution:
Our message will include Fit4Mom as an
organization every family should join.
Customer Experience:
amcoEducationfund.com will be
transformed into the premium website for
customers to purchase great financial
health products online.
Customer Experience:
amcoEducationfund.com will feature a
story about our beginning with the
Fit4Mom community.
2013 ӓmco education fund strategic initiatives
Our strategic initiatives will directly benefit Fit4Mom
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15. Our product is specifically designed to help children and families, not make billions for
large financial companies
The reason we’re here today is more important than money. We’re here to ask if you’re
willing to help us provide financial well-being to families across the nation.
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Why we are here today
I have personally developed billion dollar products for each of these companies, but today I am
here to do something greater
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16. It’s important we establish a strong relationship with a quality organization who truly
believes in our mission
We need your feedback to determine if Fit4Mom is the perfect partnership for us
We think there are many organizations who believe what we believeӓamco
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Our partners must believe in our cause
We need your feedback
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17. The train is moving forward
As time passes, opportunities to help families pass by…
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We need to decide if a partnership makes sense because the social problem we are solving is
moving forward on a critical path with a real timeline we all need to face.

18. An opportunity like this to have a
positive social impact is rare!
A decision to partner will
help hundreds of
American children and
families
If you type into Google: “student loan
debt crisis”, you will immediately see the
severity of the issue our society is facing
Together we can make a difference starting today
A partnership with the ӓmco education fund will directly benefit children and families
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19. Jonathan Wallentine, FSA, CERA, MAAA
Chief Founding Father and CEO/CCO
Phone: (949) 441-9847
Email: JonathanWallentine@amcosaver.com
Lindsay Wallentine
Chief Founding Mother and CMO
Phone: (917) 502-9825
Email: LindsayWallentine@amcosaver.com
Office Phone: (949) 481-2180
Monday – Saturday: 7:00AM – 3:00PM
Office Fax: (949) 388-5195
30262 Crown Valley Pkwy. Suite B432
Laguna Niguel, CA 92677
Contact information
Confidential – Not for use with the public 19
For more information, visit our website:
amcoEducationFund.com