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Contact Us

Meet with a Fidelity Representative

Meet in-person for a consultation to discuss and plan for your needs - right at work.

Select a Location

IU Bloomington / Kelley School of Business

IU Bloomington / School of Education

IU Bloomington/IMU

IU Bloomington/Poplars

IU Bloomington/UITS (CIB)

IU East / Richmond

IU Kokomo

IU Southeast/New Albany

IUPUI / Goodman Hall Neuroscience Center

IUPUI/Campus Center

IUPUI/Hine Hall

IUPUI/School of Medicine Fairbanks Hall

IUPUI/University Library

Pick a Date and Time:

Available times on

Appointments are currently not available for the selected location. Please try again later or call 800-642-7131 to schedule your one-on-one meeting.

Advantages of an In-Person Consultation

An in-person consultation with a�Fidelity Retirement Planner provides you:

Help with maximizing your retirement savings and other financial goals.
Face-to-face planning from a seasoned investment professional.
A convenient time and location to meet - right at work.

Who You Will Meet

Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.

Caroline Mason

Caroline Mason, a Fidelity retirement planner, has more than 13 years with the company. She was previously an account executive at Fidelity's Chandler, Arizona, Investor Center. A Chartered Retirement Planning Counselor ^SM, investment advisor representative, registered securities representative, and licensed insurance representative, Caroline holds a bachelor's degree in business administration from the University of Phoenix.

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