Preparing for retirement and estate planning can be overwhelming. Joe Pascoe will cover in this course various financial topics that he has learned from you and past clients are topics that are of concern to you and are not clearly described by your financial advisor or attorney.
The course is facilitated by Joseph Pascoe, Founder & President of Steward Financial Guidance, LLC on Thursdays in Feburary. After retiring in 2022 as a financial adviser and portfolio manager for 48 years, Mr. Pascoe set up the non-profit corporation Steward Financial Guidance, LLC to provide investment and estate settlement guidance for high net-worth individuals, primarily in the Houston, TX area.