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 18 years of experience in the retirement plans field.
Denise has provided training, including CE approved courses, to thousands of financial advisors, as well as tax and legal professionals on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs and employer sponsored qualified plans.
Denise is also CEO and creator of www.retirementdictionary.com, a free consumer website containing a wealth of information about retirement accounts rules and regulations.
Denise has appeared on CNBC’s “Business News,” Fox Business Network, and numerous radio shows, as well as being quoted in the Wall Street Journal, Investor’s Business Daily, CBS Marketwatch’s Retirement Weekly, and other financial publications, where she gave insights on the rules and regulations that govern retirement accounts.
Denise has written over 500 articles on the rules and regulations that govern IRAs and employer sponsored retirement plans, and has co-authored several books on retirement accounts.