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PERSONALIZED RETIREMENT SEMINAR
Lake Chapala Personal Retirement Seminar.
Our personalized seminars are tailored specifically to your needs. Our team of trusted local professionals are standing by to help you gather the vital information you need to live in Lake Chapala.
Choose the professionals you want to meet.
Contact us to build an itinerary together. If you'd like to connect with other professionals such as dentists, cardiologists or tax accountants, let us know ahead of time and we'll do our best to make arrangements.
Immigration topics
Meet with an immigration lawyer to discuss choosing the right visa, costs, how to obtain, and financial solvency requirements.
Banking topics
Meet with a representative of a local bank to discuss opening accounts, requirements, investments, transfers and currency exchange.
Moving options
Meet with a local moving company to discuss how to move your belongings to Mexico, what you can and cannot bring, customs and costs.
Medical care
Meet with a local American doctor to discuss your personal health issues, healthcare options, hospitals, drugs and availability.
Insurance needs
Meet with an insurance broker to discuss healthcare insurance, eligibility, costs, car insurance and household insurance.
Medical evacuation
Meet with a SkyMed representative as part of your healthcare options and learn about a medical evacuation membership.
Car ownership & purchasing
Meet with a representative of a car dealership to discuss costs and availability of vehicles, how to purchase, and visa requirements.
Rental agent / property manager
Discuss rental properties, lease agreements, tenant & landlord rights, property management services and costs.
Real estate agent
Spend part of a day looking at real estate for sale and discuss the pros and cons of buying versus renting. Learn about the buying process in Mexico.
International medical insurance specialist
Meet with the billing agent representing our largest local hospital and learn how to use your medical insurance / Medicare from home.
BONUS: Receive a complimentary copy of "The Ultimate Retirement Guidebook To Visiting & Retiring To Lake Chapala".
By the end you'll be fully informed on how to make your move to Lake Chapala with confidence, and you'll become part of our Lakeside Family Network, always available to help you with your transition.
How it works & pricing
Don't delay, spaces are filling up fast for 2026.
1
Contact us
Reach out and tell us how we can help in your move to Ajijic
2
Ask your questions
A no-obligation video or phone chat, tell us about yourself.
3
Build your itinerary
Together we design your time at Lakeside, you'll know your cost upfront.
4
Pay
Cash in USD/CAN/MX pesos, Zelle, Interac, or Wise.
FULL 3 DAY ACCELERATED PROGRAM
3 Day FULL Program, Tuesday to Thursday
Get all the information you need and still have time to enjoy the area on your own during a brief visit to Ajijic. You'll meet with every professional listed above and tour all the main lakeside communities, from East of Chapala to Jocotepec, Libramiento, and Upper Ajijic.
You'll personally meet with:
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Doctor for a 1.5 hour consultation (doctor's fee included)
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Moving Company Representative
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Real Estate Agent
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Insurance Broker
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Bank Representative
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International Medical Insurance Specialist
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Immigration Lawyer
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Rental Agent and Property Manager
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Medical Evacuation Representative
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Car Sales Representative
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Day-to-Day Living Relocation Specialist
BONUS: Complimentary copy of "The Ultimate Retirement Guidebook To Visiting & Retiring To Lake Chapala".
Community Tours
New to Lake Chapala? There's more here than just Ajijic. Explore the neighborhoods where expats live and get to know the different communities, shops and services.
Lake Chapala has been an expat haven for over 80 years and offers a wide variety of homes and living options.
Two tours to choose from!
Tour 1: From Panchos East (Riberas del Pilar) to Panchos West (La Canacinta)
Tour 2: From Vista del Lago (Chapala Golf & Country Club) to Jocotepec (includes Chapala Haciendas, Brisas de Chapala, and Raquet Club)
DURATION
Tour 1: 2.5–3 hours
Tour 2: 3.5–4 hours
COST
1,200 pesos
1,600 pesos
BOOKING
Minimum 3 days advance notice
No deposit. Full payment is made at the end of the tour. Pesos cash only.
Testimonials
From past Personal Retirement Seminar participants.
I can't imagine how long it would have taken to compile the information that was provided during this seminar and then make the appointments with the best professionals in the area, maybe months! Beyond helpful, invaluable! Not only did we get all our questions answered but we established relationships to help us move and live here full time.
Bob & Janis Nau
Classy, professional, knowledgeable, and FUN! Ricardo & Michaela went the extra mile and exceeded all of our expectations, and we highly, highly recommend!
Larry & Martha Cockrell
If I had to do this on my own it would have taken months of research and I would never have been sure that what I culled together from everyone else's was correct. So… this was invaluable.
Lori Lightfoot
You and Michaela's hospitality, the seminar, and finding our new home were incredible, as were the friends, the wonderful restaurants, and the excursions around Lakeside. It was a great experience and we're looking forward to our next trip.
Jim & Jim
Michaela and Ricardo have made my transition to Ajijic so warm and inviting, and I hope our friendship will last forever. You guys are the best! I am so happy to have found this little village and the kindest of people.
Bob Holcomb
Ricardo has been invaluable in leading us through the vagaries of preparing for the expat life in Lake Chapala. We still have a lot of 'homework' when we return to the U.S., but we have a clear path forward and a place to land when we return. Take his seminar! You can't do this on your own.
Scott & Camille
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