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Bautis Financial

Bautis Financial

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Learning Center

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
Generational Planning Webinar

Webinar – How To Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next

August 5, 2021 by Bautis Financial

Discover a four-step process to planning and executing the transfer of your values and assets.

Read moreWebinar – How To Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next
IRA Planning for Boomers

Webinar – Savvy IRA Planning for Boomers

July 15, 2021 by Bautis Financial

Discover how to implement an effective distribution strategy for IRA accounts — so you can retire without stress! Join us for the webinar on July 15, 2021 at noon.

Read moreWebinar – Savvy IRA Planning for Boomers
How to Hack-Proof Your Smartphone

Webinar – How to Hack-Proof Your Smartphone

June 24, 2021 by Bautis Financial

Discover how to protect you and your family's smartphones by working a potential hack backward.

Read moreWebinar – How to Hack-Proof Your Smartphone
How Tax Planning Changes Through the Four Stages of Retirement

Webinar – How Tax Planning Changes Through the Four Stages of Retirement

June 3, 2021 by Bautis Financial

Avoid major tax implications in retirement to maximize your nest egg. Discover how!

Read moreWebinar – How Tax Planning Changes Through the Four Stages of Retirement
Social Security Webinar 2021

Webinar – What’s New With Social Security? Seven Topics to Watch in 2021

May 20, 2021 by Bautis Financial

Let's uncover what's new with Social Security! Watch the full webinar replay.

Read moreWebinar – What’s New With Social Security? Seven Topics to Watch in 2021
How to Create an Estate Plan

Webinar – Estate Planning in the Age of Coronavirus: What You Should Do Now to Get Your Financial Affairs in Order

May 6, 2021 by Bautis Financial

Your estate plan is an investment in you and your family's future! Watch the full webinar replay to get actionable steps to offer immediate protections for your estate.

Read moreWebinar – Estate Planning in the Age of Coronavirus: What You Should Do Now to Get Your Financial Affairs in Order
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Bautis Financial
7 North Mountain Ave
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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