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

March 2025

March 19 @ 6:00 pm - 8:00 pm

New Rules of Retirement: A 2-Part Event

Five Forks Library- Five Forks 104 Sunnydale Dr, Simpsonville, SC, United States

March 26 @ 6:30 pm - 8:30 pm

Taxes in Retirement

Cork & Cleaver Steakhouse 924 E Main St, Lexington, SC, United States

March 27 @ 6:30 pm - 8:30 pm

Taxes in Retirement

Cork & Cleaver Steakhouse 924 E Main St, Lexington, SC, United States

April 2025

April 2 @ 6:30 pm - 8:30 pm

Taxes in Retirement

Ruth's Chris Steakhouse - Greenville 851-A Congaree Road, Greenville, SC, United States

April 3 @ 6:30 pm - 8:30 pm

Taxes in Retirement

Ruth's Chris Steakhouse - Greenville 851-A Congaree Road, Greenville, SC, United States

April 8 @ 12:30 pm - 1:30 pm

Social Security and Retirement Planning

Midlands Tech Beltline Campus- Columbia 319 Beltline Blvd, Columbia, SC, United States

April 16 @ 12:30 pm - 1:30 pm

Healthcare in Retirement: Medicare & Long-Term Care

Irmo Library- Columbia 6251 St Andrews Road, Columbia, SC, United States

April 24 @ 11:30 am - 12:30 pm

Taxes in Retirement

Lexington County Public Library- Lexington 5440 Augusta Road, Lexington, SC, United States

April 29 @ 12:30 pm - 1:30 pm

Taxes in Retirement

Midlands Tech Beltline Campus- Columbia 319 Beltline Blvd, Columbia, SC, United States

May 2025

May 1 @ 11:30 am - 12:30 pm

Estate Planning

Five Forks Library- Five Forks 104 Sunnydale Dr, Simpsonville, SC, United States

May 15 @ 10:30 am - 11:30 am

Social Security and Retirement Planning

Five Forks Library- Five Forks 104 Sunnydale Dr, Simpsonville, SC, United States

May 20 @ 6:00 pm - 8:00 pm

New Rules of Retirement: A 2-Part Event

Greenville Technical College 506 S Pleasantburg Dr, Greenville, SC, United States

Phone: 803.782.0671
Phone: 828.651.9617
Fax: 803.753.9404
Email Us!

GARNERS FERRY (PRIMARY)
6208 Garners Ferry Road, Suite A
Columbia, SC 29209

BUSH RIVER
250 Berryhill Road, Suite 510
Columbia, SC 29210

GREENVILLE
124 Verdae Blvd, Suite 403
Greenville, SC 29607

ASHEVILLE
1200 Ridgefield Boulevard, Suite 261
Asheville, NC 28806

Please click your preferred location for detailed directions and parking information.

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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.

March 2025

New Rules of Retirement: A 2-Part Event

Taxes in Retirement

Taxes in Retirement

April 2025

Taxes in Retirement

Taxes in Retirement

Social Security and Retirement Planning

Healthcare in Retirement: Medicare & Long-Term Care

Taxes in Retirement

Taxes in Retirement

May 2025

Estate Planning

Social Security and Retirement Planning

New Rules of Retirement: A 2-Part Event

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