Consultations are available at no cost to all Indiana University employees and IU retirement plan participants.
Research investment professionals with FINRA's BrokerCheck.
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Your Workplace Financial Consultants are available to meet with you one-on-one on a day and time that is most convenient for you.
Schedule your one-on-one appointment
When registering for a consultation, select your preferred option in the Appointment Type field to choose the 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.
Register for a webinar hosted by your Workplace Financial Consultant
When registering for the above webinar, select "Virtual Event" in the Event Type field to display the available webinars.
Ben Apraez, el consultor financiero de Fidelity en el lugar de trabajo de Indiana University, es un professional financero licenciado de habla hispana. Puede ayudarle a planificar cada etapa de su vida, desde presupuetos basicos hasta necesidades financieras complejas. Citas individuales con Ben se pueden programar sin costo adicional para todos los empleados de Indiana University y los participantes del plan de jubiliacion de IU. Para concertar su cita individual, simplemente llame al 1-800-587-5282 y solicite una reunion con Ben Apraez, el consultor financero de Fidelity asignado a Indiana University. Tambien puede hacer una reserva en linea en www.fidelity.com/schedule. Asegurase de elegir su moda de cita preferida en el menu "select appointment type" para reservar su cita.
Lori Matthews and Ben Apraez are licensed financial professionals who can help you plan for every state of your life.
Watch this short video to learn more.
Lori Matthews joined Fidelity as a Workplace Financial Consultant in 2020 and has more than 17 years in the financial industry. Ms. Matthews promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative, registered securities representative, and licensed insurance representative, Lori holds both a bachelor's degree and a master's degree in criminal justice from Indiana University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Ben Apraez joined Fidelity as a Workplace Financial Consultant in 2021 and has more than 20 years in the financial industry. Mr. Apraez promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative and licensed insurance representative, Ben holds a bachelor's of science degree in finance and economics from the State University of New York at Brockport and a master's of science degree in finance from Golden Gate University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
