If you attended a PREPARE® class but haven’t yet scheduled your Lab Session, this is your opportunity to take the next step. While the classroom gives you a big-picture view of taxes, Social Security, investments, and estate planning, the Lab Session is where it all comes together for you.
This one-on-one conversation is designed to answer the questions that keep many people up at night, like:
Am I paying more in taxes than I should?
Do I have enough saved to last my lifetime?
How can I take money from my accounts without running out?
In the Lab, you’ll have a safe, personalized space to talk through your situation, gain clarity on your options, and walk away with more confidence about your retirement direction. Many attendees say it’s the most valuable hour they’ve ever spent planning their financial future.
This video features Alan Pershing, PREPARE® Class Instructor and Financial Strategist with West Advisory Group in Pittsburgh, PA. Alan is passionate about helping individuals and families move beyond classroom learning and into meaningful conversations that bring clarity and peace of mind.