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Bautis Financial

Bautis Financial

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Learning Center

2021 Economic Review

Webinar – The Year in Review And a Look Ahead

January 27, 2022 by Bautis Financial

Discover a variety of financial planning ideas for 2022 and beyond.

Read moreWebinar – The Year in Review And a Look Ahead
Key Financial Data for 2022

Webinar – Key Financial Data for 2022

January 13, 2022 by Bautis Financial

This handy reference card lists all of the key numbers that could affect your finances in 2022.

Read moreWebinar – Key Financial Data for 2022
Transitioning to Medicare: How Health Insurance Works After You Leave Your Job

Webinar – Transitioning to Medicare: How Health Insurance Works After You Leave Your Job

October 14, 2021 by Bautis Financial

Transitioning from private insurance to Medicare? Here's what to expect and how to prepare.

Read moreWebinar – Transitioning to Medicare: How Health Insurance Works After You Leave Your Job
Medicare Basics: What Baby Boomers Need to Know About Medicare

Webinar – 30 Minutes on Medicare Basics: What Baby Boomers Need to Know About Medicare

October 5, 2021 by Bautis Financial

This presentation acts as a primer on the topic of Medicare, ideal for those who are recently retired, or planning to retire soon.

Read moreWebinar – 30 Minutes on Medicare Basics: What Baby Boomers Need to Know About Medicare
An Inside Look at Qualifying for Financial Aid

Webinar – An Inside Look at Qualifying for Financial Aid

October 5, 2021 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
How to Cut College Costs

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

September 16, 2021 by Bautis Financial

Looking to minimize student loan debt? You can reduce college costs in four different ways. Discover how at this college planning webinar.

Read moreWebinar – 4 Keys to Cut College Costs: How to Avoid Overpaying
Retirement Account Options

Webinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job

August 16, 2021 by Bautis Financial

One of the most important retirement decisions you'll ever make is what to do with your old retirement account when you leave your job. A lot of people think it's an easy choice, but depending upon your situation you may have up to six options to choose from.

Read moreWebinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job
How to Create a Good Life in Retirement

Webinar – Life After Work: How to Create a Good Life in Retirement

August 5, 2021 by Bautis Financial

It's time to build a retirement income plan that works for you! Join us for this free educational webinar to discover how.

Read moreWebinar – Life After Work: How to Create a Good Life in Retirement
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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  • 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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