[Pittsburgh, PA – September 16, 2025] — West Advisory Group is proud to share that Alan Pershing, Financial Strategist, served as an instructor for The Prepare Institute at the RLA Learning and Conference Center in Pittsburgh on September 16.
The Prepare Institute is a national nonprofit organization dedicated to providing free retirement education courses for adults and pre-retirees. Alan’s class guided attendees through the fundamentals of retirement planning, including income distribution strategies, tax considerations, risk management, and estate planning essentials.
“Education is one of the most powerful tools for building a confident retirement,” Alan said. “At West Advisory Group, we’re committed to giving people clarity and practical strategies so they can make informed decisions for their future.”
As part of West Advisory Group’s ongoing commitment to financial literacy, this educational partnership with The Prepare Institute offers participants actionable insights they can use to prepare for one of life’s most important milestones: retirement.
About West Advisory Group
West Advisory Group helps individuals and families navigate the complexities of retirement planning using their proprietary PEAK FORMula. With offices in Erie and Pittsburgh, the firm offers a comprehensive, relationship-based approach to financial planning.
About The Prepare Institute
The Prepare Institute is a nonprofit educational institution that provides adults and pre-retirees with comprehensive retirement planning courses nationwide. Courses cover key retirement topics including income planning, taxes, estate planning, and investment strategies, empowering individuals to make informed decisions about their financial future.
Media Contact
Patricia Hancock
phancock@westgrp.com
