Virtual Meeting Guide

Q: What is a Virtual Meeting?

A: Virtual Meetings are a way for you and Dawn Gordon to conduct your meetings from the comfort of your own home! The Virtual Meetings allow you to view Dawn’s computer screen and review reports, statements and documents from your computer, laptop or tablet.

Q: I don't own a microphone or a camera. Do I need one? 

A: No. You and Dawn can still conduct the meeting over the phone like you would in a phone appointment.  The Virtual Meeting eliminates the need to email Reports and Statements, as well as simplifying reviewing documents during the meeting.  No more struggling to open ten different statements or documents, or making sure you are both on the same page of a report.

Q: How do the Virtual Meetings work?

A: The Virtual Meetings are conducted via Zoom using your computer, laptop or tablet. You will receive a link to the Virtual Meeting once you appointment has been scheduled. Click on the link and follow the instructions.  Once completed you will be able to see Dawn’s computer screen.