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.
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. Ms. Matthews provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A registered securities 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. Mr. Apraez provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. 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.
