MEETING REMOTELY THROUGH WEBEX
One of the ways we leverage technology in our practice is by using WebEx. WebEx is an online conferencing service that we use for interactive meetings to discuss financial plans, performance reports, and asset allocation proposals. For our clients who prefer to meet via conference call or video call, using WebEx to connect and review your financial portfolio is an option.
Below is an example from one of our retirement plans, with a preview of the capabilities we have using this software. We can answer your questions, change assumptions, recalculate and highlight areas for attention all in real time, keeping everyone on the same page. We can also turn the platform over to you and you can share from your own screen.
The setup is minimal; all it requires is the internet and a simple download for first time users. We can also host a video conference if you have a web cam on your device. For setup instructions, please call or email any of our team members, or fill out the form below.
As always, we are available to help with set up. If this is something of interest to you, please don’t hesitate to ask.
