BAYNTREE WEBINARS

Welcome to the home of the Bayntree Webinars
Traditional vs Roth IRAs

In this informative video, Bayntree Financial Advisor Cristina Perez walks you through the differences between a Traditional IRA and a […]

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Understand Your SPD Document

In this informative video, Bayntree Financial advisor Cristina Perez emphasizes the significance of an SPD (Summary Plan Description) for a […]

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The SECURE Act 2.0

What the SECURE Act 2.0 Means for You Join Bayntree Financial Advisor Cristina Perez as she discusses the SECURE Act […]

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Year-End Planning

What You Need To Know To End The Year Right In this month’s educational video, “Year-End Planning” we discuss what […]

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New 401k Contribution Limits

And Planning Tips for Year-End & 2023 In this month’s educational video, we discuss upcoming changes in your 401k contribution […]

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The Importance of Rebalancing

In this month’s educational video, we discuss what rebalancing means and why it’s important. Join Cristina Perez, a Bayntree Financial Advisor, as […]

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