West Advisory Group’s Walt West Leads Retirement Planning Class with The Prepare Institute at La Roche University

[Pittsburgh, PA – September 18, 2025] — West Advisory Group is proud to announce that Walt West, Founder and CEO, served as an instructor for The Prepare Institute at La Roche University in Pittsburgh on September 18.

The Prepare Institute is a national nonprofit organization dedicated to providing free retirement education courses for adults and pre-retirees. Walt’s class focused on the critical aspects of retirement planning, including income strategies, tax planning, risk management, and estate planning, helping participants better understand how to create a sustainable and confident retirement.

“Education is a cornerstone of a successful retirement,” Walt said. “Through these classes, we aim to give people the clarity and tools they need to plan effectively for their future.”

This event is part of the partnership with West Advisory Group’s ongoing commitment to financial literacy and community education. By sharing practical strategies and insights, Walt helped attendees gain actionable knowledge to navigate the complexities of retirement with 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 offering comprehensive retirement planning courses nationwide. Their programs cover key topics such as income planning, taxes, investments, and estate planning, empowering individuals to make informed financial decisions.

Media Contact
Patricia Hancock
phancock@westgrp.com