ITINERARY
Final Seminar of the Year! -- October 17-23, 2022
SUNDAY 0CTOBER 16
7:00 PM GALA WELCOME (Share 2 FREE Drinks & Snacks With Us at the Hotel Lounge)
DAY 1 - MONDAY OCTOBER 17
9:00 Meet your hosts! Welcome messages by your Hosts
- About our schedule (packed week & days), speakers, breaks, absences
- Security at Lakeside and in Mexico
- COVID at Lakeside (and quick overview for Jalisco and Mexico)
- Provide taxi service names & numbers
9:15 Greg Custer - Choosing Mexico
- Personal moving experience & Reasons for moving
- Why Mexico? Why Lake Chapala?
- Choosing Mexico Ranking Scale
- Lifestyle at Lakeside - What to expect
10:00 SPECIAL GUEST Bob Henderson - Nomad Dad, YouTube Celebrity
- Personal moving experience & Reasons for moving
- Cultural differences
- What holds you back?
10:45 – 11:00 Break
11:00 Liz Verar - Property Manager & Rental Agent
- Lakeside rentals, Contracts, Personnel (help at home)
- Property Management of Rentals or Owned - What is included and Costs
- Links to all ways to find Rentals (Participants will find their own listings to view;
assistance will be provided)
- Rentals Checklist
11:45 Tour La Floresta, San Antonio, Chula Vista, Riberas del Pilar,
- La Playa, Walmart, Superlake, La Paz, Pancho’s, Soriana’s
Lunch at La Huerta Cafe (included as part of your program)
- Walk the Chapala Malecon & booths (45 minutes)
- Return via Libramiento Communities
- Tour Upper Ajijic developments
3:45 Scott Woodard - Recent Expat
- Personal Moving experience to Lake Chapala
- Lessons learned
- Money transfers to Mexico (Wise)
- Lakeside mail service (Ishop Mail/Handy Mail)
4:30 Veronica - Household moves, Strom White Movers
- Basic pricing, logistics, sizes of containers,
- Visa requirements
- Manaje de Casa
5:15 Ricardo - Program Coordinator
- Small Movers
- Packing lists
5:30 Day 1 Complete - Dinner on your own. Enjoy your evening!
DAY 2 – TUESDAY OCTOBER 18
9:00 Alejandra - Intercam Bank (2 locations: Ajijic by OXXO & Carretera/Juarez)
- Requirements to open a bank account
- Types of Accounts, interest rates, CDs
- Types of Cards provided by Intercam and other banks – where can be used
- How to move your money
- Use of CAD & US Visa cards
9:30 – 9:45 Break
9:45 SkyMed - Christine LaBarge
- Worldwide evacuation and medically necessary repatriation services to members
11:15 – Tuesday Organic Market
LUNCH at Brew House (included as part of your progam)
Tour Villa Nova/Rancho del Oro, Communities west to Raquet Club, West Ajijic
2:45 Ricardo (Program Coordinator) - Cost of Living
- In depth look at cost of living, accommodations, utilities, domestic help, cars
3:15 - 3:30 Break
3:30 Doctor Sam Thelin, M.D.
- Types of hospitals for free to low cost depending on insurance or no insurance
IMSS, Seguro Popular, Cruz Verdes, Cruz Rojas
- Emergency and ambulance service, how it works, options
- Poisoning, overdoses, bites, stings
- Chapala area Emergency Medical care and Hospitals; transportation
- Medical Insurance
- Blood Donation in Mexico and Heart Attacks
5:30 Day 2 Complete - Dinner on your own. Enjoy your evening.!
DAY 3 – WEDNESDAY OCTOBER 19
9:00 Thomas Hellyer - Real Estate Sales, Broker at Chapala Realtors
- Contracts, Inventory, Prices, Payments
10:15 Jose Maria - Notario
- Buying a Home and related legal matters
- RFC Numbers
- Marriage apostille
- Wills, why important? Costs
- Employee obligations, firing, severance
11:30 – 1:00 Wednesday Farmers Market (Ajijic's biggest and best market)
1:00 Lunch at Teocintle (included as part of your program)
2:30 Andre Bellon - Insurance
- Health, car, property Insurance - Inclusions and costs
3:45 - 4:00 Break
4:00 Karen Herrtwich - S&S Auto
- Purchasing a vehicle on Tourist, Temporary and Permanent Visa
- Prices of Mexican vehicles and availability & paperwork to purchase
- Used vehicles, inspection, purchasing
- Vehicle insurance and Accidents
- Challenges of bringing a foreign vehicle and getting Mexican plates
- Car TIP (Temporary Import Permit) – also covered by Immigration Lawyer
4:45 Ricardo - Home Water Systems
5:15 Day 3 Complete - Dinner on your own. Enjoy your evening!
DAY 4 – THURSDAY OCTOBER 20
9:00 Rosie Cepeda - Charter Club Tours
- Beautiful places to visit in Mexico, excursions and costs
10:00 Ricardo - Things To Do Lakeside Presentation
10:30 -10:45 Break
10:45 Gabriel Perez Marquez, Hospital San Antonio
- How to use U.S Insurance in Mexico
- San Antonio Hospital Services
Walk to Lake Chapala Society for Alvaro Becerra Presentation
Tour Lake Chapala Society grounds and programs
12:15 – 1:15 Alvaro Becerra, Immigration Lawyer
- Types of Mexican Visas and required finances to obtain
- Immigration Office Costs to obtain Visas and Lawyer’s fee
- Process to obtain, paperwork requirements up North and continuation in Chapala
1:30 -2:45 Lunch at Tangos (included as part of your program)
3:00 Michaela - Daily Household Living
- Employees w/ and w/o Contracts
- Cost of Living
- Paying Bills: Prop Tax, Water, Insurance, CFE, Telmex, Totalplay, TV Programs, Telcel, Car Tax/Sticker, Car Insurance, Emission Control test
- SHOPPING: online Amazon.com, Amazon.com.mx, MercadoLibre, iHerb.com.mx - SHOPPING at Costco, Home Depot, GDL Malls & Centro, Mercado de Abastos, etc
5:00 Day 4 Complete - Dinner on your own. Enjoy your evening!
DAY 5 – FRIDAY OCTOBER 21
9:00 Patrick Oden - Lakeside Tax Service
- U.S & CDN Tax Considerations (options for DIY, electronic filing)
10:00 Heriberto Miramontes – Tech stuff
- Cell phones
- TV, modems & boosters
- VPN
- House security alarms
- Calling the USA/Canada/Mex/Europe from MX – MajicJack, - OOMA & Callcentric (VoIp options for US line)
11:00 - 11:15 Break
11:15 Claudia (Well Wishes Assisted Living Home & Medical Conciege)
- Assisted living options and concierge service help with hospitals
12:00 Cynthia Guzman - Funeral Home San Francisco
- Dying in Mexico
- Cremation, burial, repatriation of remains
12:45 Ricardo - The Weather at Lake Chapala Presentation
1:00 Lunch at Cocinart (Included as part of your program)
2:30 View 4-5 Homes For Sale in different price ranges OR Your afternoon to View Rentals. - Participants are encouraged to seek rental leads even prior to the seminar
and to arrange personal viewings. Drivers’ contacts will be supplied.
For anyone wishing to rent for 1 year or more, assistance with rentals can be
provided (at personal cost) by Cosala Homes
5:30 Dinner extravaganza with Friends (meet other recent expats
and hear their stories)
DAY 6 - SATURDAY OCTOBER 22
- Individual Appointments with Ricardo, Michaela or Julian to re-cap and ask questions
- Optional Cultural & Historical Walking Tour of Ajijic (extra cost)
- Personal search for Rentals
- Private showings of Properties for Sale
Day 7 - SUNDAY OCTOBER 23
- Individual Appointments with Julian, Michaela and Ricardo to re-cap ask questions
- Personal search for Rentals
- Private showings of Properties for Sale
