[REPLAY] 2023 Tax Planning and Strategies From Mutual of Omaha

On February 8 we hosted our first Advanced Markets training webinar of 2023. The 2023 Tax Planning and Strategies session focused on the 2023 inflation adjusted tax numbers, SECURE 2.0 and planning opportunities that arise from them. For those of you who were unable to attend or would like to review the information, you can listen to and watch the recording. 

To access these trainings and more, visit the new Advanced Markets Gateway training hub. The hub provides you with live and 24-7 training on demand opportunities from the Mutual of Omaha Advanced Markets Team. These training sessions cover a broad range of topics, providing the information you need to help close cases no matter how simple or complex. In addition, you can find registration links for up-coming live webinars.