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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

IRA Fast Track to Technical Competency


Most IRA consulting clients want to skip long presentations. Sometimes, they want a refresher on a sub-topic. For them, the solution is Denise Appleby's IRA Fast Track . Here is how it works:
  • The client chooses a topic.
  • We meet via Zoom.
  • Denise Appleby presents a refresher on that topic (optional).
  • The client asks as many questions as they want to (some want to get right to this part).
  • The client gets access to the recorded version, allowing them to watch it as often as they wish.
  • The client has 30 days to ask unlimited follow-up questions related to that topic.

Fee $444 for up to one hour . Unlimited attendees from your office ( included in Gold memberships at no additional cost)

Purchase an IRA Fast Track event. We will contact you to schedule your event!

Input your IRA topic

Book Denise to speak :

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877

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