Retirement Clarity Starts Here — The Olive Institute

Q: Who leads The Olive Institute workshops?

James Bergis, CFP®, leads our workshops. He has over 15 years of experience helping families navigate retirement with expertise in tax-efficient income strategies and Social Security optimization.

Q: How much could I save moving from CA to TX?

See exactly how much you could save by relocating from California to Texas. Get a personalized report.

Q: Are my spouse and I aligned on retirement?

Are you and your partner on the same page? This assessment reveals alignment gaps before they become problems.

Q: Should I leave California?

Thinking about leaving California? Get a comprehensive analysis of timing, taxes, and transition planning.

Q: What level of planning help do I need?

Explore our planning service tiers and find the right level of support for your retirement journey.

Free educational workshops helping San Antonio pre-retirees make confident financial decisions. Learn Social Security strategies, tax planning, and estate planning.

Upcoming Workshops

Social Security Maximization — March 10, 2026
Taxes in Retirement — March 10, 2026
Social Security Maximization — March 15, 2026
Taxes in Retirement — March 17, 2026
Estate Planning Essentials — March 22, 2026
Taxes in Retirement — March 24, 2026
Taxes in Retirement — March 24, 2026
Taxes in Retirement — March 31, 2026
Taxes in Retirement — March 31, 2026
California to Texas: Your Tax-Free Move — April 5, 2026
Taxes in Retirement — April 7, 2026
Taxes in Retirement — April 9, 2026
Social Security Maximization — April 21, 2026
Social Security Maximization — April 22, 2026
Social Security Maximization — April 27, 2026
Social Security Maximization — April 28, 2026

Frequently Asked Questions

What is The Olive Institute?: The Olive Institute is a free educational program of Authentikos Advisory that provides unbiased retirement planning workshops and online assessment tools for pre-retirees in San Antonio, Texas.
How do I register for a free retirement workshop in San Antonio?: Visit our Workshops page to browse upcoming sessions and register online. All workshops are completely free with no obligation.
What topics do retirement planning workshops cover?: Our workshops cover Social Security maximization, tax-smart retirement income, California-to-Texas relocation planning, and estate planning essentials.
Who leads The Olive Institute workshops?: James Bergis, CFP®, leads our workshops with over 15 years of experience helping families navigate retirement.
When should I claim Social Security?: Discover your optimal claiming strategy and see how different scenarios affect your lifetime benefits.
Am I on track for retirement?: Take our 2-minute quiz to see how prepared you are for retirement and get personalized recommendations.