Passport to Retirement

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Workshop Location:​

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Collins Executive Education Center

3150 Binkley Ave

Dallas, TX 75205

HAVE YOU ASKED YOURSELF THESE QUESTIONS ABOUT YOUR FUTURE AND YOUR FINANCES?

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• Can I retire on schedule, or will I have to postpone retirement?

• How much money will I need to retire?

• Could my investments be earning more?

• Are there better ways to manage my taxes?

• What are my retirement plan distribution options?

• How will I provide for my family and heirs?

• Which investments could work best for me?

Greg Clifton

MBA, chFC, CFP®

About your Instructor

Greg T. Clifton, MBA, ChFC, CFP® is president and CEO of Clifton Capital Partners, Inc., a company formed to help successful families, businesses, and institutions invest wisely, minimize their tax burden, and make smarter financial decisions. Greg believes unbiased advice, supported by a clear, comprehensive financial plan, empowers clients to make the most effective financial decisions. Greg is a Certified Financial Planner™ practitioner, holds a designation as a Chartered Financial Consultant® (ChFC®), has earned his Master of Business Administration (MBA) from the Cox School of Business at Southern Methodist University.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/ SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Clifton Capital Partners, Inc. and Cambridge are not affiliated.