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Denise Appleby

Appleby Retirement Consulting Inc
Chief Executive Officer
denise@applebyconsultinginc.com
(973) 313-9877

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Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial, tax, and legal professionals. She has over 20 years of experience in the retirement plans field, which includes providing training and technical consultation to financial, tax, and legal professionals.
 
Denise writes and publishes quick reference guides, booklets, and marketing tools for advisors; which are available at http://irapublications.com.

Denise co-authored The Roth IRA Answer Book, The SEP, SIMPLE, SARSEP Answer Book, Quick Reference to IRAs, all three published by Aspen Publishers, and, The Adviser's Guide to Retirement Plans for Small Businesses, Published by AICPA.

Denise has provided training, including CE approved courses, on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs, and employer-sponsored qualified plans, to thousands of financial advisors, other financial professionals, as well as tax and legal professionals.
 
Denise is a graduate of The John Marshall Law School, where she obtained a Master of Jurisprudence in Employee Benefits and has earned 5 professional designations in the field of retirement account rules and regulations.

The creator and CEO of www.retirementdictionary.com, a free consumer website containing a wealth of information about retirement accounts rules and regulations. Denise has appeared on TV programs that include CNBC's Business News, Fox Business Network, The Street, and numerous radio shows, during which she share her insights on retirement tax laws, and have been quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly, The Street, and other financial publications.

About Us: Appleby Retirement Consulting Inc. provides a wide range of retirement products and services to financial, tax, and legal professionals. Our primary goal is to help prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.

Upcoming Live Webinars

COVID-19 & THE CARES ACT: IRA & PLAN PROVISIONS, CONTRIBUTIONS, AND MORE

Available Date(s)
Wednesday, August 12, 2020: 4:00PM EDT

Cost$30.00  CPE Credits1.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     All proceeds for this webinar go to charity 

ESSENTIAL IRA TIPS FOR SAVING TAXES AND AVOIDING PENALTIES

Available Date(s)
Monday, September 28, 2020: 4:00PM EDT

Cost$30.00  CPE Credits1.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other