Professional advisers, such as accountants and financial planners, are in an ideal position to help their clients prepare for the inevitable by taking steps to get their Estate Planning sorted....
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We host events for accountants and professional advisers on the third Wednesday of every month.
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Yodal: Because everyone needs a plan
Yodal supports advisers in building a lucrative Estate Planning business, unlocking opportunities for deeper client conversations and developing inter-generational relationships.
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