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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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bautis financial secure your castle achieve your dreams

Workshops

Social Security Planning Workshop:

What Baby Boomers Need to Know to Maximize Retirement Income

Offerings:

When: Thursday, March 21 at 6:30 pm

Where: Cresskill Public Library 

Click Here for more information

Retirement Planning:

Retirement Income for Pre-retirees

Offerings:

When: Tuesday, March 26 at 6:30 pm

Where: Glen Ridge Library

Click Here for more information

Cybersecurity Workshop:

10 Threats Every Person and Business Faces and How to Fight Them Now

Offerings:

When: Tuesday, March 5 at 6:30 pm – Where: Caldwell Public Library

When: Wednesday, April 3 at 7:00 pm – Where: Livingston Public Library

Click Here for more information

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Latest Podcasts

Should You Invest In the Latest IPO?

Episode 65 – Should You Invest In the Latest IPO? with John Williams

April 8, 2021 By Marc

Last year was a record year for IPOs, with trends tracking into 2021. But the question remains, is the latest IPO a good, long-term investment?

How to change the world with charitable giving.

Episode 64 – How to Change the World Through Charitable Giving with Kris Putnam-Walkerly

March 25, 2021 By Marc

Discover how to transform your charitable giving to catapult your impact.

Business woman meditating in the office.

Episode 63 – Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin

March 4, 2021 By Marc

Discover how tapping into your creative mind can help you build towards a secure financial future.

More Podcasts

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Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
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
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

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