Smart Money Moves for 1099: Retirement and Investment Strategies

Being self-employed comes with freedom, flexibility—and financial complexity. Between managing your business, taking care of your family, and planning for the future, it’s easy to let wealth-building strategies take a backseat. This dinner event is designed to give you the tools to change that.

What you’ll learn:
Retirement planning options for 1099 contractors & small business owners (yes, you have more choices than you think!)
How tax deductions & credits can actually help build your retirement savings
Lending insights: how lenders evaluate 1099 income, and strategies to balance write-offs with qualifying power
Real estate investing tools, including DSCR loans and 1031 exchanges
Actionable steps to start building long-term wealth now

Your hosts:

• Clay Worthington, CFP® with Edward Jones – A financial advisor and former elite sports coach who empowers his clients to pursue their biggest financial goals with a game-plan approach.
• Sara Mahoney, Loan Officer with The Mortgage Nerd Group – An experienced lender who partners with self-employed borrowers and investors to help them maximize their qualifying income and unlock opportunities in real estate.

This is an intimate, information-packed evening designed to leave you with practical strategies and fresh ideas for building wealth as a 1099 professional.

Dinner will be provided—come hungry for good food and better financial insight!

Host or Publisher Sara Mahoney