Passport to Retirement

Workshop Location:

Collins Executive Education Center

3150 Binkley Ave

Dallas, TX 75205

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

• 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?

Next Scheduled Workshop!

TUESDAYS

September 10th and
September 17th

 

OR

WEDNESDAYS

September 11th and
September 18th

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.

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.

Have a Question? Maybe We Can Help.

info@cliftoncapital.com

DALLAS OFFICE

214.245.5091

3333 Lee Parkway

Suite 600

Dallas, TX  75219-5117

FORT WORTH OFFICE

817.763.5091

2525 Ridgmar Boulevard

Suite 224

Fort Worth, TX 76116-4524

Series 6, 7, 24, 51, 63

Check the background of your financial professional on FINRA's BrokerCheck

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Clifton Capital Partners and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, FL, MD, NV, OK, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

© 2019 by Clifton Capital, Inc - All Rights Reserved

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