The purpose of this qualitative case study, carried out in two phases, is to systematize the learning experiences and expectations of older adults and their families as they face approaching retirement, in Guadalajara, Mexico, 2012. The strategy implemented was an educational preparation for retirement. Six adults had already retired, two were soon to be retired and eight family members were chosen for this study. Data were collected using semi-structured interviews and a SQA-E format. The educational strategy was an interactive conference. A phenomenological analysis was made of the experiences recorded. The naturalistic criterial evaluation of learning experiences and expectations was applied before and after the educational intervention. Through this intervention, participants were made conscious of their problems, expressed the desire to improve certain aspects of their lives and continued educational preparation.