Consultations are available at no cost to all Indiana University employees and IU retirement plan participants.
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Your Fidelity Retirement Planners are available to meet with you one-on-one - over the phone or with the option of Zoom video conference - on a day and time that is most convenient for you.
When registering for a consultation, select "Virtual Appointment" or "Phone" in the Appointment Type field to choose a date and time.
You can also register for a group webinar. These "Ask Fidelity" sessions cover a range of topics from retirement planning to basic budgeting.
When registering for the above webinar, select "Virtual Event" in the Event Type field to display webinar.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Lori Matthews joined Fidelity as a retirement planner in 2020. A registered securities representative, Lori holds both a bachelor's degree and a master's degree in criminal justice from Indiana University.