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.