[Erie, PA – September 18, 2025] — West Advisory Group is proud to announce that Jim Masone, Financial Strategist, served as an instructor for The Prepare Institute at Mercyhurst University in Erie on September 18.

The Prepare Institute is a national nonprofit organization dedicated to providing free retirement education courses for adults and pre-retirees. Jim’s class guided attendees through essential retirement planning topics, including income distribution strategies, tax planning, risk management, and estate planning, equipping participants with practical tools to plan for a secure and confident retirement.

“Providing education and clarity around retirement planning is one of the most valuable ways we can support individuals and families,” Jim said. “It’s rewarding to see participants leave with actionable knowledge that can directly impact their future.”

This session is part of the educational partnership with The Prepare Institute and West Advisory Group’s ongoing commitment to financial literacy and community education. By sharing practical strategies and insights, Jim helped attendees better understand how to navigate the complexities of retirement planning and prepare for life’s financial milestones.

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 offering comprehensive retirement planning courses nationwide. Their programs cover key topics such as income planning, taxes, investments, and estate planning, empowering participants to make informed financial decisions.

Media Contact
Patricia Hancock
phancock@westgrp.com