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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, including 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 five professional designations in the field of retirement account rules and regulations.

Denise is also the creator and CEO of www.retirementdictionary.com, a free consumer website containing a wealth of information about retirement accounts rules and regulations. She has appeared on TV programs that include CNBC's Business News, Fox Business Network, The Street, and numerous radio shows; during which she shared her insights on retirement tax laws, and has 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.

Archived Webinars

REQUIRED MINIMUM DISTRIBUTIONS: WHAT'S OLD, CURRENT, AND COMING
Recorded Date August 30, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
KEY RETIREMENT PLAN CHANGES & UPDATES FOR 2020 AND BEYOND
Recorded Date November 10, 2020  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
ESSENTIAL IRA TIPS FOR SAVING TAXES AND AVOIDING PENALTIES
Recorded Date September 28, 2020  Cost $22.50 Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
COVID-19 & THE CARES ACT: IRA & PLAN PROVISIONS, CONTRIBUTIONS, AND MORE
Recorded Date August 12, 2020  Cost $22.50 Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other