About this Event
Event Description
Buying a house can seem like a daunting task — but it doesn’t have to be. In fact, 88% of all real estate transactions are completed with the help of an agent. The key is building the right team — a realtor who guides you, a lender who cares about your best interests, and a title company that protects you from the unseen.
That’s exactly what you’ll get at this month’s Wealth & Wine event. I’ll be joined by Dave Fritz of Direct Mortgage Loans and Nate Kish of Legacy Settlement Services for a straightforward conversation about preparing for homeownership in 2026 — from pre-approval to closing.
Join us at Stem & Vine for an exclusive afternoon of insights, connection, and clarity — hosted by Jeffery Holmes, MBA, CFP®, Realtor® with the Bob Lucido Team of Keller Williams.
Event Highlights
- Insights from Jeffery Holmes, CFP®, Realtor®: Learn how to prepare financially, understand the homebuying process, and position yourself to own in 2026.
- Lender Spotlight — Dave Fritz, Direct Mortgage Loans: Learn the keys to pre-approval, managing credit, and selecting the right loan program.
- Title Expertise — Nate Kish, Legacy Settlement Services: Understand how title services protect your investment and ensure a smooth closing.
- Exclusive Networking: Connect with a community of professionals and aspiring homeowners.
- Food & Wine Experience: Enjoy curated wine and catered bites from The Empanada Lady, courtesy of Legacy Settlement Services.
Event Details
📅 Date: Saturday, November 15, 2025
🕕 Time: 12:00 PM – 1:30 PM
📍 Location: Stem & Vine, 326 North Charles Street, Baltimore, MD 21201
💼 Dress Code: Business Casual (come as you are)
🎟️ Ticket: $15 per person — includes complimentary drink, catered food, and networking mixer.
Tickets are limited — reserve your spot today and take the first step toward owning your home in 2026.
Event Venue & Nearby Stays
Stem & Vine, 326 North Charles Street, Baltimore, United States
USD 15.18 to USD 17.85












