RB
Cohort 1: Wed, Sep 30 & Oct 7
Cohort 2: Thu, Oct 8 & Oct 15
Times TBA · Registration opening soon
Retirement 101 · Southern California
Retire with a plan you actually understand.
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A two-session, in-person class from Presidio Capital Management 10+ years teaching Southern Californians how to turn a lifetime of savings into a confident retirement. Reserve your seat for a Fall 2026 class near you.
What is Retirement 101?
Real retirement education
No sales pitch.
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R101 is a practical, two-session course built on three simple truths Money Isn't Real, It's Just Math, and Prepare, Don't Predict. You'll leave with a framework for the decisions that matter most: income, taxes, Social Security, healthcare, and leaving a legacy. Bring your spouse they attend free.
What every R101 class includes
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Two Live Sessions
Two interactive 2-hour classes, A week apart and your spouse or guest attends free.
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$55 · In Person or Live Stream
Includes the printed workbook and an optional 1:1. Attend in the classroom or join every session by live stream.
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Taught by Professional Advisors
Led by Presidio's own advisors including a CFA® and CAIA® charterholder. Not salespeople, and never a product pitch.
Proven Over 10+ Years
A curriculum refined over a decade with more than 1,500 Southern Californians.
Fall 2026 Schedule
Find a class near you.
Each class runs as two sessions, one week apart. Session times will be announced soon — registration is opening shortly.
San Juan
Cohort 1: Thu, Oct 1 & Oct 8
Cohort 2: Wed, Oct 7 & Oct 14
Times TBA · Registration opening soon
Soka
Cohort 1: Tue, Oct 13 & Oct 20
Cohort 2: Wed, Oct 21 & Oct 28
Times TBA · Registration opening soon
Concordia
Cohort 1: Thu, Oct 15 & Oct 22
Cohort 2: Tue, Oct 20 & Oct 27
Times TBA · Registration opening soon
PV
Cohort 1: Wed, Oct 21 & Oct 28
Cohort 2: Thu, Oct 22 & Oct 29
Times TBA · Registration opening soon
Carlsbad
Dates & venue to be announced.
Coming soon · Registration opening soon
Registration Opening Soon
Reserve your Fall 2026 seat.
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Registration for the $55 class opens shortly. Leave your email and we'll tell you the moment your location goes live and hold your spot.
Not Ready to Register?
Start with the free online course
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Prefer to explore first? R101 Basics is a free, self-paced mini-course. In about 30 minutes you'll understand the biggest risks to your retirement and see where your own plan has gaps. When you're ready, come to a class.
The 3 Truths
The mindset shift that reframes every money decision in retirement.
The Big Three Risks
Why Inflation, taxes, and market crashes matter.
Your Readiness Snapshot
A quick self-assessment that shows exactly where your gaps are.
Your Instructors
Meet your instructors
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Real teachers, not salespeople. The people who'll be in the room with you.
Dustin TenBroeck
CFP® · CEPA® · Founder, Retirement 101
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Dustin has over 20 years of experience delivering retirement advice to families and individuals. He created the Retirement 101 platform in 2013 to bring financial education to local communities and help people understand how to live a meaningful life in retirement and make smart decisions about their finances. He regularly holds retirement courses across Southern California through prestigious institutions such as UC Irvine, Soka University, and Cal State Fullerton.
Dave Chenet
CFA® · CFP® · CAIA · Director of Wealth Management
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Dave has almost two decades of experience assisting individuals along their path to and through retirement. A true student of the industry, he has a passion for supporting families with investment management and retirement planning so they can stress less about the future and focus on the things that really matter. A Chartered Financial Analyst since 2012, Dave is an active member of the CFA Society of San Diego and the Financial Planning Association.
Current Students
Already enrolled? Access your class materials.
Enter the access code you received in class to reach your workbook, session recordings, and tools.
Questions
Frequently asked
Is it really free to start?
Yes. The R101 online course is completely free and self-paced — no credit card, just an email to get started. The in-person class is a separate $55 registration.
How much is the class, and how long is it?
The in-person class is $55 and runs as two sessions held one week apart. Your registration includes the workbook and an optional one-on-one consultation.
Can my spouse attend with me?
Absolutely — your spouse or a guest is welcome to attend with you at no additional cost.
What if I can't attend in person?
Yes. If you can't join in person, you'll be able to attend live online. The live stream link will be posted here before each session.
Fall 2026 Classes
Reserve your seat near you.
Join us for two sessions in a classroom near you. Not ready yet? Start the free course and come when the time is right.