Presidio Capital Management, LLC โ SEC Registered Investment Advisor โ CRD #304501 โ 12626 High Bluff Drive, Suite 150, San Diego, CA 92130 โ (858) 461-4959
For Enrolled Students
R101 Student Center
Welcome back. Your assessments, live class stream, workbook, and class materials all live here โ everything you need for Retirement 101 in one place.
Student Resource Center
Your assessments
Two guided assessments that show you exactly where your retirement and estate plans stand. Start with either one โ your results help guide your next conversation with our team.
Retirement Readiness Assessment
A step-by-step check of your income, savings, and the biggest risks to your plan โ see exactly how ready you are for retirement.
Estate Planning Assessment
Review the essentials of your estate plan โ wills, trusts, and beneficiaries โ and find the gaps before they become problems.
Live Class
Join your class online
Your live stream link will be posted here before each session. Live access is for enrolled students only.
Class Materials
Your class materials
Download your R101 guides and handouts below.
R101 Brochure
Your Fall 2026 R101 class brochure.
OBBBA Guide
Key changes from the One Big Beautiful Bill Act (signed July 2025) โ income rules, credits, deductions, and exemptions โ with practical tax-strategy tips.
Waypoint Review Calendar
Key dates and your retirement review calendar.
Meet Your Instructors
About Dustin and Dave, your R101 instructors.
Estate Planning Guide
Your estate planning guide and checklist.
Need Help?
Questions about your plan?
Book a call with a Presidio team member โ we're here to help you put what you learned into action.