Wealth & Wine for 1099 at Stem & Vine – Baltimore, MD

Event Description

When you’re self-employed, you’re the business. You handle it all—services, sales, operations, and yes… finances.

But now, you’ve got backup.

Join us at Stem & Vine for Wine & Wealth: for 1099—a 60-minute live workshop designed to help contractors, entrepreneurs, and self-employed individuals build structure around their money and make empowered decisions.

Led by Certified Financial Planner™ Jeffery Holmes, you’ll learn how to:

• Budget and save with inconsistent income
• Open the right retirement and business accounts
• Pick the right insurance to protect your income
• And now—buy a home as a 1099 earner

Special Guest: Carli Steiner – First Home Mortgage

We’re thrilled to welcome Carli Steiner, a top-producing loan officer with First Home Mortgage, who will break down exactly what lenders look for when qualifying 1099 earners for a mortgage.

No confusion. Just clear guidance on how to become mortgage-ready, even with variable income.

Event Highlights

Live Strategies from Jeffery Holmes, CFP®Create financial systems, understand your income, and take action on retirement, insurance, and tax-smart planning.

Home Buying Tips from Carli SteinerGet the inside scoop on how to qualify for a mortgage as a 1099 earner—and ask your questions live.

Exclusive NetworkingMeet other driven self-employed professionals, entrepreneurs, and creatives building their financial future.

Wine ExperienceEnjoy a complimentary glass of wine in the beautiful ambiance of Stem & Vine.

️ Take Action On-SiteExplore insurance options, open accounts, or take the next steps toward homeownership right there.

Event Details

Location: Stem & Vine, 326 North Charles Street, Baltimore, MD 21201 Date: Monday, September 8, 2025 Time: 12:00 PM – 1:00 PM Dress Code: Business Casual (or come as you are)