Our Seminar

Discover, Learn & Live what it's like to Retire in Lake Chapala with our 6 day/7 night seminar. We guide you every step of the way and show you what day to day life is like!

Note: This is not a group seminar but rather one on one!  Your week is personalized totally to your needs.
Day 1                   Sunday

Our driver will collect you at the airport and deliver you to your private, luxury studio apartment for your stay at Buena Fortuna.

Depending on your arrival time this is a flex day.

After our meet and greet, you will have time to freshen up before cocktails in the Sky Lounge of Buena Fortuna. This is a great opportunity to unwind and for all of us to get to know each other better.

Then relax and enjoy a refreshing night's sleep in your king sized bed.

Day 2                 Monday

Your day starts with fresh pastries from the authentic French Patisserie while listening to the birdies and sipping gourmet coffee in our Tree of Life Garden.

Energized, we'll head out on a 3 hour discovery tour of the local communities covering West Ajijic to just east of Chapala.

During this trip we'll pause for lunch and afterwards we will stroll the Chapala Malecon. Following, we'll meet with with a local doctor trained in the U.S for a 1 hour consultation about medical care options and expenses in Mexico.

Then we'll sit down and speak with a representative of S&S Auto and learn all about owning a vehicle.

We'll return late in the afternoon and for the rest of the day you'll have time to yourself.

Dinner with your hosts (or without) is optional at the Brew Pub.

Day 3                 Tuesday

Today we start with fresh homemade pancakes and fruit. Then we walk to the Tuesday organic market where you can buy freshly prepared foods for dinner and enjoy the many organic products available. Afterward we'll set out to explore areas West of Ajijic to Jocotepec. Lunch will be in a delightful Mexican eatery in the center of Jocotepec. At 3:00 pm we'll attend a SkyMed seminar to learn about the feasibility of evacuation medical insurance. Afterwards we'll stroll on the Ajijic Malecon and central streets where you will have a chance to do some shopping. Returning late afternoon you'll have some free time to relax before dining on the prepared meals you purchased at the Tuesday market.

Day 4           Wednesday

Today we start with breakfast at Cafe Negro followed by the Ajijic Farmers Market. The biggest and best market in Ajijic! After lunch we'll speak with an insurance specialist about all of your insurance needs. Bring your questions!

Following, we'll take you back to Casa Buena Fortuna to start looking at rental options as well meet with a rental agent to view some available rentals. By late afternoon you will be able to relax in preparation for dinner and dancing at Manix Restaurant.


Day 5               Thursday

After you enjoy the scrumptious breakfast delivered to your room we'll explore real estate purchasing options in preparation for your property tour on Friday. Lunch is poolside at Yve's Restaurant followed by an appointment with an immigration lawyer. In the afternoon we will meet with an international moving company representative. Then we'll discuss day to day living activities: shopping on line, options for paying utilities, banking, services such as hair/nails/massage and much more.

Dinner is at the delightful Mexican Restaurant Teocintle in Ajijic.

Day 6                     Friday

We start your day off right with a hearty breakfast at Casa del Waffle. This is your day to view homes for sale in the Lakeside areas that appeal to you most.

Late in the afternoon we will visit with a bank representative to learn all about opening a bank account and transferring/exchanging money. After a late afternoon siesta we'll be charged and ready for dinner & dancing at Adelita's Restaurant.


  Day 7                Saturday

Your final full day is YOURS to plan as you please OR to complete your training with questions & answers on any topics that come to mind. All questions will be addressed so that you leave feeling confident that you can make your move successfully to Lake Chapala.  We are here to help in any way possible from the beginning to the end of your transition!

Airport transportation will be provided for your return flight on Sunday or as required.

*Please note that this is a sample itinerary. This seminar is about YOU and YOUR NEEDS and will be tailored appropriately.

You may also wish to meet with other professionals, spend a day viewing assisted care facilities, relax in the evenings instead of going dancing, attend special events, parades, concerts, etc. 


Lake Chapala Retirement Seminar

As part of our seminar you personally speak to an immigration lawyer, banker, moving company, insurance agent, rental agent, and real estate agent. These professionals will provide you with accurate information pertinent to you. If you would like to connect with other professionals such as dentists, cardiologists, tax accountants, etc, please let us know ahead of time.


Immigration topics:

Visas, costs and how to obtain. Legal issues such as Mexican wills.  Temporary Import Permits for your car.


Banking topics:

A representative of Intercam Bank will help you explore money transfers, opening a bank account, and ways to handle your money in Mexico as well as address your individual financial questions.


Moving options:

A representative from a local moving company will meet with you and discuss how to move your belongings to Mexico. This will include what you can and cannot bring, visa requirements, getting your belongings through customs and moving costs.


Medical Care:

You'll speak with a doctor about your own personal health issues, available health care, hospitals and services, including costs. We can also arrange for you to see a dentist (please provide advance notice).


Insurance needs:

Discuss with a broker from Bellon Insurance all of your personal needs for car, household and medical insurance.

Medical Evacuation:

You'll attend a SkyMed Seminar and learn all about the possibilities of medical evacuation insurance.

Car Ownership and Purchasing

You'll discuss what visa you require to drive and purchase a car in Mexico, costs of vehicles and how to purchase.


Rental possibilities:

A knowledgeable rental agent will provide information on rental properties, lease agreements on short & long term rentals, tenant & landlord rights, etc. Time can be made for you to view some rental properties with the agent.


Real Estate Agent:

You will spend part of a day looking at real estate for sale and discuss the pros and cons of buying versus renting.


This is the seminar where you get all of your top of mind questions answered! We provide information on: cost of living, crime, water quality, activities, hobbies, clubs, volunteer organizations, Lake Chapala Society, Telecommunications, entertainment, and so much more.


By the end you will be fully informed on how to make your move to Lake Chapala with confidence and have an understanding of where to look for and find anything you need.

As a special bonus you will become part of our Lakeside Family Network.  We will be available to help you in any way possible to make your transition to Lake Chapala as easy and as successful as possible.