ITINERARY
July 18-24, 2022 ; October 17-23, 2022
SUNDAY JULY 17
7:00 PM GALA WELCOME (Share 2 FREE Drinks & Snacks With Us at the Hotel Lounge)
DAY 1 - MONDAY JULY 18
9:00 Meet your hosts! Welcome messages by Michaela, Ricardo, Julian
- 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 Julian - Seminar Coordinator
- Personal moving experience & Reasons for moving
- Transferring money to Mexico (Wise) & bank(s)
- Mexican Government health care system IMSS
- How to remain connected with Up North – phone, mail, packages
- USA address for Expats (if no relative or friends to receive your mail)
“TRAVELING (virtual)” MAIL BOX
10:00 Janis & Bob - Recent Expats
- Personal moving experience & Reasons for moving
- How to obtain your Visa Consulate appointment
- Small move across the border
- Renting experience
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)
11:45 Town of Chapala Tour & Lunch
- La Playa, Walmart, Superlake, La Paz, Pancho’s, Soriana’s
- Walk the Chapala Malecon & booths (45 minutes)
- Lunch at Chapala Malecon Beer Garden
- Return via Libramiento Communities
- Tour Upper Ajijic delvelopments
3:45 Moving Company
- Arriving in Mexico, driving or by plane
- Household moves, Size of containers, Basic prices
- Important items to bring along
- “Menaje de Casa” (Inventory) requirements, mandatory at Customs
- Time in transit, local storage and costs
4:30 Michaela - Seminar Coordinator
- Real Estate Sales, ChapalaMLS.net, Inventory, Prices, Purchase Contracts, Payments - Fill in Questionnaire to indicate Rental or Purchase Preferences
5:30 Day 1 Complete - Dinner on your own. Enjoy your evening!
DAY 2 – TUESDAY JULY 19
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
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 JULY 20
9:00 – 10:00 Rosie CEPEDA, Charter Club Tours, Ajijic
- Beautiful places to visit in Mexico, times of year, Excursions and Costs
- Day in Tequila (sign up for Saturday)
- Day in Guadalajara (sign up for Sunday)
10:00 – 12:00 Wednesday Farmers Market (Ajijic's biggest and best market)
12:00 Lunch at Teocintle
1:30 Lic. Jorge Luis Ramos Uriarte - Notario 4 in Chapala
- Buying a home and related legal matters
- Mexican Wills, why important, cost, “Will Months” in Mexico
2:30 Andre Bellon - Insurance
- Health, car, property Insurance - Inclusions and costs
3:30 - 3:45 Break
3:45 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
4:30 Gabriel Perez Marquez - Hospital San Antonio
- San Antonio Hospital Services
- How to Use your Medicare and other Health Insurance plans at Lakeside
5:30 Day 3 Complete - Dinner on your own. Enjoy your evening!
DAY 4 – THURSDAY JULY 21
9:00 Patrick Oden - Lakeside Tax Service
- USA and CAD Taxes filing information
10:00 -10:15 Break
10:15 Michaela - Seminar Coordinator
- Daily household living, Employees w/ and w/o Contracts, Maintenance for Rentals
And Personal Ownership, Christmas Bonus, Severance Pay
- 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
Importing from Alibaba China direct to MX & eBay ( JULIAN )
- SHOPPING at Costco, Home Depot, GDL Malls & Centro, Construction materials,
Mercado de Abastos, other Mercados
12:00 Lunch at Tangos
2:00 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
2:30 Tour Lake Chapala Society grounds and programs
3:00 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 – please talk to
Liz Verar on Monday at 11am. Those who are not interested in rentals,
can enjoy this free time OR can view homes for sale with the coordinators.
5:30 Day 4 Complete - Dinner on your own. Enjoy your evening!
DAY 5 – FRIDAY JULY 22
9:00 Ricardo (Seminar Coordinator) - Things To Do In Lake Chapala
- Things to do, How we live our life, Entertainment at Lakeside and
Guadalajara, San Juan Cosala termales, Tennis, Pickleball, Golf, Hiking, Movies in English and other activities.
10:00 - 10:15 Break
10:15 Heriberto MIRAMONTES – “Erick” (office South of Guadalajara Pharmacy, Ajijic)
- 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)
11:15 - Claudia (Mi Casita Assisted Living Home)
- Assisted living options and conciege service help with hospitals
12:00 Lunch at Cocinart
1:30 View 4-5 Homes For Sale in different price ranges
5:00 Dinner extravaganza and dance with Friends - live music! (meet other recent expats
and hear their stories)
DAY 6 - SATURDAY JULY 23
- Individual Appointments with Julian, Michaela and Ricardo to re-cap and ask questions
- Day trip to Tequila with Charter Club Tours (optional and at extra cost)
- Personal search for Rentals
- Private showings of Properties for Sale
Day 7 - SUNDAY JULY 24
- Individual Appointments with Julian, Michaela and Ricardo to re-cap ask questions
- Day trip to Guadalajara Centro Historico with Charter Club Tours (optional and at
extra cost)
- Personal search for Rentals
- Private showings of Properties for Sale
