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Bautis Financial

Bautis Financial

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Webinar

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
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
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
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
Webinar Replay: The Year in Review and a Look Ahead

Webinar – The Markets: The Year in Review and a Look Ahead

January 29, 2021 by Bautis Financial

In case you missed it, here is the recording of the January 21, 2021 year in review webinar.

Read moreWebinar – The Markets: The Year in Review and a Look Ahead

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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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