VIRTUAL MEETINGS Virtual meeting software will allow you to connect with your financial advisor to review your financial plan, accounts, statements, and answer any questions you may have. This option is easy to use and can be performed/downloaded to your smart device or laptop. Click for Video Tutorials HOW TO JOIN A MEETING By your email invitation:Look for the link under ‘Join Zoom Meeting’ and click on the link You will be prompted to download OR launch ZoomIf you see message ‘waiting for the host to start this meeting’ simply wait and you can test your computer audio during this time Click for video tutorial SUPPORTED OPERATING SYSTEMS macOS X with macOS 10.9 or laterWindows 10* Note: Devices running Windows 10 must run Windows 10 Home, Pro, or Enterprise. S Mode is not supported.Windows 8 or 8.1Windows 7 QUESTIONS? Call our office directly, we are here to help!303-626-2446 (01/21) Keep Your Family Safe Fire can happen anytime, anywhere. Are you prepared? Download our free guide, "Stop, Drop, and Go: 12 Essential Steps to Keep Your Family Safe from Fire." First Name Last Name Email Address Thank you! Oops!