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Schedule an in-person consultation with Fidelity

By IU Human Resources

November 30, 2023

Navigating personal finances can be complex, but Fidelity’s licensed experts are here to help.

IU’s dedicated Fidelity Workplace Financial Consultants, Lori Matthews and Ben Apraez, are available year-round for one-on-one consultations with IU retirement plan members. They have expert knowledge about IU’s retirement savings plans and can address your specific financial goals and concerns such as:

  • How do I create a budget that works for me?
  • How can I save for tomorrow when I’m dealing with today?
  • How do I get started with investing?
  • Am I on track to retire when I want to?

Appointments are available online, in person or by phone, and are complimentary for IU retirement plan members. Apraez also offers appointments for Spanish-speaking members.

To schedule an appointment, visit Fidelity’s online scheduling tool. In-person appointments in Bloomington are held at the Fidelity office at 814 S. Auto Mall Road.