Thank you for taking the important step of scheduling your PREPARE® Lab Session.
While the classroom gave you a strong foundation on the big-picture topics: taxes, Social Security, investments, and estate planning, the Lab Session is where we take that knowledge and apply it to your personal situation.
This one-on-one meeting is designed to answer the questions that matter most to you, such as:
Am I paying more in taxes than I should?
How do I actually take money out of my accounts when I stop working?
Will my money last as long as I do?
The Lab Session is a safe, personalized space to explore these concerns. Many attendees walk away with more clarity, comfort, and confidence than they imagined possible, often saying it was the most valuable hour they’ve spent planning their future.
This video features Jim Masone, PREPARE® Class Instructor and Financial Strategist with West Advisory Group in Erie, PA. Jim is passionate about helping individuals move beyond classroom concepts into meaningful, personal planning conversations that bring relief, clarity, and direction.