“We resolved our claim against CGU after almost ten years of litigation and, while we could finally put the past decade behind us, it’s years of our lives that we can’t get back.”...
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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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