CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical consultation, training and resources for financial, tax and legal professionals. Her primary focus is protecting retirement savings from costly mistakes. She has over 20 years of experience in the retirement plans field.

Denise writes and publishes booklets and marketing tools for advisors. She has provided training to thousands of advisors about the rules and regulations, as well as compliance and operational requirements that apply to IRAs and retirement plans for small businesses.

Denise co-authors books that include The Roth IRA Answer Book, The SEP, SIMPLE, SARSEP Answer Book, Quick Reference to IRAs, all Published by Wolters Kluwer. She writes for online publications including Investopedia and Forbes.com.

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. She is the creator and CEO of www.retirementdictionary.com, a free consumer website that provides information about the rules and regulations that governs IRAs and other tax deferred retirement accounts. She has appeared on numerous TV and radio programs and quoted in leading media publications.

You can find Denise on LinkedIn, Twitter @ApplebyIRA, Facebook @ApplebyIRA, and Instagram @ApplebyIRA. Read some of her articles here.

Denise Appleby