NAPFA Fall 2022 National Conference Speaker

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has more than 20 years of experience in the retirement plans field which includes training and technical consultation. Appleby writes and publishes educational and marketing tools for advisors available at http://irapublications.com and has co-authored several books on IRAs.

Appleby is a graduate of The John Marshall Law School where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned five professional designations pertaining to IRA/retirement account tax laws. She has appeared on numerous media programs, sharing her insights on retirement account rules/regulations.