Road to Financial Wellness: Get to Know IU’s Retirement Plans & Fidelity Financial Consultants

You’ll also meet IU’s dedicated Fidelity Workplace Financial Consultants, who offer no-cost one-on-one meetings—in person or virtually—for IU retirement plan members. Whether you’re building a budget, planning for retirement, or working toward other financial goals, they can help you create a personalized financial plan. Road to Financial Wellness Series Designed for IU employees at all ages and career stages, the Road to Financial Wellness series will arm you with practical tools to make informed financial decisions — now and in the future. Find more events in this series. These sessions are not recorded for compliance purposes, but the entire series is repeated each spring and fall.