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Bautis Financial

Bautis Financial

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Learning Center

View Bautis Financial’s extensive library of webinars on a variety of financial topics — tax-saving strategies, Medicare basics, college planning, Social Security and much more!

First-Time Homebuyers

Webinar – From Dream to Doorstep: Mastering the First-Time Homebuying Journey

May 22, 2026 by Bautis Financial

Buying your first home seems more complicated today than ever. But when you understand the full process, you can achieve home ownership in today’s challenging market. Let’s assess your homebuying readiness…

Read moreWebinar – From Dream to Doorstep: Mastering the First-Time Homebuying Journey
How to Cut College Costs

Webinar – 4 Keys to Cut College Costs: How to Avoid Overpaying

July 16, 2025 by Bautis Financial

College doesn’t have to break the bank. If you’re a parent concerned about affording college and avoiding excessive student debt, this recorded webinar is for you.

Read moreWebinar – 4 Keys to Cut College Costs: How to Avoid Overpaying
Older Couple in Retirement Trying to Manage Health Care Expenses

Webinar – How to Manage Health Care Expenses in Retirement

April 26, 2024 by Bautis Financial

Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs.

Read moreWebinar – How to Manage Health Care Expenses in Retirement
Watching Webinar on Key Financial Data

Webinar – Key Financial Data for 2024

March 1, 2024 by Bautis Financial

This handy reference card lists all of the key numbers that could affect your finances in 2024.

Read moreWebinar – Key Financial Data for 2024
An Inside Look at Qualifying for Financial Aid

Webinar – An Inside Look at Qualifying for Financial Aid

December 15, 2023 by Bautis Financial

Until you understand all of the aid available to your child, you can’t put a good college funding plan into place. This webinar is designed to help parents guide their children through the financial aid process to maximize their savings.

Read moreWebinar – An Inside Look at Qualifying for Financial Aid
Retired Couple

Webinar – How the SECURE Act 2.0 Will Impact Your Retirement

May 17, 2023 by Bautis Financial

In order to take the steps to adjust your retirement strategy and estate plan, you need to understand the impact these new retirement rules may have on you.

Read moreWebinar – How the SECURE Act 2.0 Will Impact Your Retirement
How to Recover and Rebuild Your Finances After a Divorce

Webinar – How to Recover and Rebuild Your Finances After a Divorce

December 22, 2022 by Bautis Financial

Don’t let a divorce get in the way of building the life you deserve. Uncover tips for financial independence, even if the concept is new to you.

Read moreWebinar – How to Recover and Rebuild Your Finances After a Divorce
The Financial Implications of Divorce

Webinar – The Financial Implications of Divorce

September 7, 2022 by Bautis Financial

When you feel prepared to address the financial ramifications of divorce, this webinar is a primer for those entering the process of marriage annulment.

Read moreWebinar – The Financial Implications of Divorce
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Contact

Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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