[Erie, PA – September 2, 2025] — West Advisory Group is proud to share that Colin Barcley, Financial Strategist, served as an instructor for The Prepare Institute at Mercyhurst University on September 2, marking the kickoff of the nonprofit organization’s Fall class season.

The Prepare Institute is a national nonprofit dedicated to providing free retirement education courses for adults and pre-retirees. Colin led participants through a comprehensive session covering key retirement planning topics such as income distribution strategies, tax planning, investment considerations, and risk management.

“Our goal is to empower participants with the knowledge and tools to plan for a confident retirement,” Colin said. “It’s exciting to be part of the Prepare Institute’s kickoff and help individuals take actionable steps toward their financial goals.”

This event highlights the educational partnership with The Prepare Institute and West Advisory Group’s commitment to financial literacy and community education. By sharing practical strategies and insights, Colin provided attendees with valuable knowledge to navigate retirement planning with clarity and confidence.

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 organization that provides comprehensive retirement planning courses nationwide. Courses cover essential topics including income planning, taxes, investments, and estate planning, helping participants make informed financial decisions.

Media Contact
Patricia Hancock
phancock@westgrp.com