PITTSBURGH, PA — May 8, 2025 — West Advisory Group is proud to announce that Alan Pershing, one of the firm’s experienced financial professionals and a certified PREPARE Instructor, recently concluded a multi-week retirement education course at La Roche University. The class, part of the nationally recognized PREPARE Program, wrapped up on May 6th and welcomed participants from across the Pittsburgh area.

The PREPARE Program is designed to help pre-retirees and retirees understand the risks, opportunities, and critical decisions they’ll face as they approach retirement. Throughout the course, Alan covered topics such as retirement income planning, Social Security strategies, tax efficiency, investment considerations, and legacy planning.

“Our mission at West Advisory Group has always been to empower individuals to take charge of their financial futures,” said Alan. “Teaching this class is one way we help our community make more informed, confident decisions about retirement.”

This educational effort reflects West Advisory Group’s ongoing commitment to public financial literacy and community enrichment across western Pennsylvania. As with all Prepare classes, there was no sales pitch—just practical, research-backed guidance for those nearing or entering retirement.