Sign Up for IRA Consulting here

Appleby Retirement Consulting Inc | 973-313-9877

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

Get a speaker who #SpeakIRAs at all Levels Of Fluency and knows how to effectively translate the TaxCode and regulations based on the experience/knowledge level of the audience. Book Denise Appleby for your next event.

Webinars, Tutorials, Podcasts AND ONSITE TRAINING

View samples of Denise speaking on a panel: YouTube clips above and below

Appleby Retirement Consulting Inc. provides training on Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Defined Contribution plans including 401(k)s, and 403(b)s topics.

Save time and money by participating in our webinars from the convenience of your home or office

Contact our Customer Service Department  to schedule a speaking engagement or training.

Speaking Style: Extemporaneous 


Virtual Fee: Starts  at $3,500 to  $5,500

Onsite fee: Starts at $9,000 to $15,000

If this does not fit your budget, please let us know.

Reduced rates available for non-profit organizations. 

Speaking Topics Include (but not limited to):

  • Distribution Options for Beneficiaries Under SECURE Act 1.0 and 2.0
  • Rollover and Transfer Rules for Beneficiaries: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plans.
  • Portability Rules and Limitations for IRAs and Employer Plans: How to Move Assets Without Making Costly Mistakes. Click here for details
  • How The SECURE Act Changed The Distribution Options for Beneficiaries of IRAs and Employer Plans
  • The (Lucky)13 Most Impactful Provisions Of Secure Act 2.0
  • SECURE Act 2.0: Key Tax Saving Strategies 
  • Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
  • Essential Tips for Saving Taxes and Avoiding Penalties on IRAs and Other Retirement Savings Accounts (Most popular).
  • Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings. Click here for details
  • Effective Strategies for Avoiding RMD Mistakes. 
  • Key Features and Benefits of SEP IRAs and SIMPLE IRAs

Attendee Feedback

  • Well done! Yours is the most useful session I’ve participated in. I appreciate your extensive preparation.” Attendee, FPA annual conference October 2020
  • “In 40 years of attending seminars, I have only twice before encountered a presenter of the quality of Denise Appleby, and she is clearly the best of the three. I have a fair amount of experience with RMDs, including my own, but today I learned a great deal. That woman is an encyclopedia of knowledge! And her presentation skills are remarkable.” Attendee: Edward Jones All Star Tax Series: July 2017
  • “Denise has a great method of explaining this difficult topic in clear terms. Excellent!” Audience member: Edward Jones All Star Tax Series: July 2017
  • “Although I have over 30 years in employee benefits, it was a great refresher and reminder of what needs to be done to stay legal!” Barbara B. Year-end Planning and Compliance Requirements for IRAs.
  • “I’d like to thank you for accepting to be a part of our meeting and being so incredibly easy to work with. The advisors loved your presentation and were talking about it for the rest of our stay.” Michelle B. IRA Advisor Summit
  • The presenter was great. She is very knowledgeable and presented the information in an organized way. Ms. Appleby was a powerhouse of technical information. The instructor was knowledgeable, effective and friendly, personable. CoPERA
  • I thought that Denise's presentation was outstanding. She clearly described situations and was sure to include warnings about possible problems. Her presentation style and delivery pace were well suited to the materials. I not only learned from this but also enjoyed it. Louis C.

Past Audiences Include

  • National Association of Personal Financial Advisors (NAPFA), including national conferences.
  • The Financial planning Association (FPA),including national conferences.
  • Surgent Professional Education. Numerous webinars. Attended by tax professionals and financial advisors
  • Southern California Tax & Estate Planning Forum. Attended by attorneys
  • Edward Jones All Star Tax Series. Multiple events. Attended by financial advisors
  • The National Association of Government Defined Contribution Administrators, Inc. (NAGDCA). Attended by administrative and support staff for governmental plans
  • Ed Slott Elite IRA Advisor seminars. Attended by Financial Advisors:
  • Missouri Bankers Association Seminar. Attended by Financial professionals
Consistent rating of an average of 4.5 and higher

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877

(C) Appleby Retirement Consulting Inc 2006-2024
Terms of Use
  |  About Denise Appleby  |  Media &Press
Legal  |  Delivery & Return Policy  |  Contact Us

Powered by Wild Apricot Membership Software