Wealth & Wine: Smart Retirement Strategies for Entrepreneurs

Entrepreneurs pour everything into their businesses, but too often, they neglect their own financial future. In fact, studies show that more than 70% of entrepreneurs have no retirement savings plan in place. Without a solid strategy, financial freedom in later years can become uncertain.

Join us for Wealth & Wine: Smart Retirement Strategies for Entrepreneurs at Stem & Vine. This event will break down the best retirement savings options for self-employed professionals, including SEP IRAs, Solo 401(k)s, and other tax-advantaged strategies—all while enjoying a curated wine experience.

Secure your financial future while continuing to grow your business!

Event Highlights

✅ Expert Insights – Learn from Jeffery Holmes, CFP®, about retirement savings strategies tailored for entrepreneurs.

✅ Exclusive Networking – Connect with like-minded business owners and financial professionals.

✅ Curated Wine Experience – Enjoy a selection of fine wines in a relaxed atmosphere.

✅ Practical Takeaways – Leave with actionable strategies to start saving for retirement now.

Event Details

📅 Date: Saturday, April 19, 2025

🕛 Time: 12:00 PM – 1:00 PM EST

📍 Location: Stem & Vine, 326 North Charles Street, Baltimore, MD 21201

💼 Dress Code: Business Casual

Tickets Are Limited – Reserve Yours Today!

Don’t let your business be your only retirement plan. Join us for an empowering afternoon of financial strategy and networking!

Host or Publisher Jeffery Holmes, CFP ®️