Past Events from May 22, 2024 – March 22, 2024 – Page 2

Investment advisory services are offered through Integrated Advisors Network, LLC (Integrated) a registered investment advisor. Certain Representatives of Capital City Financial Partners are also registered with and offer securities through, APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, (800) 637-3211. Capital City Financial Partners is neither affiliated with nor under common control of APW Capital. Capital City Financial Partners is affiliated with, but not under common control of, Integrated Advisors Network. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Capital City Financial Partners and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claimspaying ability of the issuing company and are not offered by Integrated Advisors Network.

Capital City Financial Partners is an affiliated advisory firm in the Integrated Advisors Network. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

May 2024

Taxes in Retirement

Taxes in Retirement

New Rules of Retirement: A 2-Part Event

New Rules of Retirement: A 2-Part Event

Taxes in Retirement

New Rules of Retirement: A 2-Part Event

New Rules of Retirement: A 2-Part Event

Income and Social Security

June 2024

Taxes in Retirement

Income and Social Security

Estate Planning

Estate Planning

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