00
What changes
Today
2027
QR codes
Three: join, the $150 offer, the survey
One. The join code at the start. Everything else is already on their phone.
Survey
Its own slide at the very end. Skipped when the hour runs long.
Three taps on the phone, on the same screen as the offer.
Email
Their plan is emailed once. No list, so nothing after that.
Their plan is emailed, plus a checkbox for three short follow-ups from Mountain America.
After they leave
No follow-up
Three emails over a month. Totals on opt-ins and clicks for Mountain America.
01
The last slide
No QR on it. Everyone joined on slide 2, so the closer just points them to their phone.
Proudly sponsored by:
Mountain America Credit Union
Mountain America Credit Union
Your next step
Look at your phone.
Three taps, then your whole plan lands in your inbox.
01Tell us how we did
02Email yourself your plan
03Claim your $150 bonus
Limited-time offer
$150 MyStyle® Checking account bonus
$150 MyStyle® Checking account bonus
Open a new account with eStatements and a monthly direct deposit within 60 days and receive a $150 cash bonus!
Insured by NCUA Membership required—based on eligibility. Terms, conditions and exclusions apply. Offer ends 12/31/26.
Promo code: EDUCATION26
Just got here? Code on slide 2 · ask Todd
2027 offer The offer box is Mountain America's approved wording, word for word. It ends 12/31/26, so it needs their 2027 offer and code.
02
Their phone, and their inbox
One screen at the end. The plan in the email is the reason to type an email address.
Before you go
01 · Three taps
How was today's presentation?
ExcellentGoodFairPoor
When will you act on what you heard?
TodayThis weekThis monthNot sure yet
Want to join Mountain America Credit Union?
Ready nowWant to learn moreAlready a memberNot right now
02 · Your plan
you@email.com
Email me my plan
We will email you your plan and the promo code. The follow-up emails only come if you check the box.
03 · Your $150
Get my $150 from Mountain America
Todd Romer, Young Money University · with Mountain America Credit Union
Subject: Your money, on one page
Subject: Your money, on one page
Your money, on one page.
My WHY
So my kids never watch me count pennies at the pump.
Accounts I am naming
Emergency / Guatemala trip / New transmission
My number
$1,764,716
$150 a month for 40 years, at 12% a year.
01Get my $150 from Mountain America
02Open your named savings accounts at Mountain America
Sample member. Each email is filled from what that person typed during the presentation.
03
Three follow-up emails
Only for people who check the box. Mountain America approves every word before anything sends.
Day 2
Name your first account tonight
Their WHY at the top, then how to open and name a savings account at Mountain America.
Day 10
Your $150 is still waiting
The checking offer, the promo code and the direct deposit window, in plain words.
Day 30
One month in. How is your plan?
One question to reply to, the next of the five steps, and Mountain America's financial education page.
04
What we need from Mountain America
A yes on the opt-inThe checkbox above, off by default. Today the screen promises "No newsletter, no list," so this needs compliance.
The 2027 offer and promo codeEDUCATION26 ends 12/31/26.
A savings page to linkFor button 02. Today both buttons can only point to macu.com/financial-education.
Who sendsWe send from Young Money University with their name on it, or they send from their own system.
Sign-off on the three emailsWe write them, they approve them before the spring presentations.