Presidio Capital Management, LLC — SEC Registered Investment Advisor — CRD #304501 — 12626 High Bluff Drive, Suite 150, San Diego, CA 92130 — (858) 461-4959
Retirement 101 · Southern California
Retire with a plan you actually understand.
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
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
Two Live Sessions
Two interactive 2-hour classes a week apart — and your spouse or guest attends free.
$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.
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.
Registration is open. Choose your location and cohort to reserve your seat — each class runs as two sessions, one week apart. Session times will be confirmed soon.
Rancho Bernardo
Palomar College — RB Education Center
11111 Rancho Bernardo Rd, San Diego
Option 1 · Sep 30 & Oct 7 · 6–8 PM
Option 2 · Oct 8 & 15 · 6–8 PM
San Juan Capistrano
San Juan Hills High School
29211 Stallion Ridge, San Juan Capistrano
Option 1 · Oct 1 & 8 · 6–8 PM
Option 2 · Oct 7 & 14 · 6–8 PM
Soka University
Soka University of America
1 University Drive, Aliso Viejo
Option 1 · Oct 13 & 20 · 6–8 PM
Option 2 · Oct 21 & 28 · 6–8 PM
Concordia University
Concordia University — Irvine
1530 Concordia West, Irvine
Option 1 · Oct 15 & 22 · 6–8 PM
Option 2 · Oct 20 & 27 · 6–8 PM
Palos Verdes
Palos Verdes Peninsula High School
27118 Silver Spur Rd, Rolling Hills Estates
Option 1 · Oct 21 & 28 · 6–8 PM
Option 2 · Oct 22 & 29 · 6–8 PM
Carlsbad
Carlsbad City Library — Gowland Room
1775 Dove Lane, Carlsbad
Wednesdays · Sep 23 & 30 · 10 AM–12 PM
Now Enrolling
Reserve your Fall 2026 seat.
Registration is open for our $55 fall classes across Southern California. Pick your location and cohort to save your seat — your spouse or guest attends free.
Your Instructors
Meet your instructors
Real teachers, not salespeople. The people who'll be in the room with you.
Dustin TenBroeck
CFP® · CEPA® · Founder, Retirement 101
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 — helping 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. Read Dustin's Morningstar feature →
Dave Chenet
CFA® · CFP® · CAIA · Director of Wealth Management
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 R101 a sales pitch?
No. R101 is education, not a sales presentation. Our advisors teach the concepts and the math behind a solid retirement plan — you'll never be pressured to buy anything.
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?
Once you're enrolled, you can join every session by live stream from your Student Center — so you won't miss a class.
Fall 2026 Classes
Reserve your seat near you.
Join us for two sessions in a classroom near you. Have a specific retirement question and would rather talk it through than take the class? Schedule a call with a Presidio team member.