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Darren.Meyer@LPL.com
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Virtual Meetings

In an effort to make your experience more flexible, we have leveraged technology to meet with you virtually. Hopefully, this option will serve as an opportunity to better accommodate your busy and ever-changing schedule, while making it easier and more efficient to speak with us. We are happy to meet you in person, however we also understand the time constraints you may be under. That is why conducting our meetings in a virtual manner has made a hugely positive impact and is a great way to maintain a personal connection while remaining flexible.

Client Centered

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.

 HOW TO JOIN A MEETING

 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 Zoom
  • If you see message ‘waiting for the host to start this meeting’ simply wait and you can test your computer audio during this time
SUPPORTED OPERATING SYSTEMS

SUPPORTED OPERATING SYSTEMS

  • macOS X with macOS 10.9 or later
  • Windows 10*
    Note: Devices running Windows 10 must run Windows 10 Home, Pro, or Enterprise. S Mode is not supported.
  • Windows 8 or 8.1
  • Windows 7
QUESTIONS?

QUESTIONS?

As always, we are just a phone call away (720) 826-1092.

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