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

READY TO BOOK?