Speaking

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Speaking2019-02-21T10:02:47+00:00
Keynote Guest Speakers

Knowledgeable, Professional and Experienced Speakers on Retirement & Estate Planning

Advisors want speakers who provide them with solutions that they can use to grow their businesses, while remaining in compliance with regulatory requirements.

They ensure that information provided is educational, consistent with our customers’ needs, and satisfies their goals and objectives.
Our speakers do not promote our products.

Hire us as keynote speakers, breakout sessions and panelists.

Learn More

Keynote Speakers Are Great For:

  • Corporate Events

  • Client Symposiums
  • Conferences

  • Luncheons
  • Company Retreats

  • Continuing Education

Speaker Bios

Estate Planning Tools Software

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

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.

Denise L Jacobs

Deborah L. Jacobs

Want to hear about personal finance in plain English or use client education as a marketing tool? Ask lawyer, financial journalist and digital media maven Deborah L. Jacobs. Author of the bestselling consumer-oriented book, Estate Planning Smarts (now available in the fourth edition), Deborah deftly dishes up dollars and sense, and tackles the emotional issues too.

Her latest book, Four Seasons in a Day: Travel, Transitions and Letting Go of the Place We Call Home, tackles the subject of mortality, but with a different twist: financially easing into retirement and reminding us to make the most of the time we have left. The Wall Street Journal named it one of “the best books of 2017 about healthy aging.”

Deborah has conducted blockbuster Webinars, moderated teleconferences and held radio audiences rapt. Following her in-person appearances, listeners gather around her to chat. Some say they feel like they’re sitting at the kitchen table with a very knowledgeable, trusted friend.

These programs include a one-hour lecture, followed by a 15-minute Q&A. Each topic can be geared to consumers or advisers. Those for advisers will include practice-building strategies, and can qualify for continuing education credit.

Estate Planning Tools Software

Patrick J. Felix III, J.D., LL.M.

Mr. Felix practices estate planning and administration through Patrick J. Felix III, LLC in Pennsylvania, Ohio, West Virginia, Florida and California. Mr. Felix earned a J.D. in 1984 from the Duquesne University Law School and a LL.M. in 1986 (masters in taxation) from the Georgetown University Law Center.

Patrick J. Felix III has for the past 34 years prepared and/or administered more than 3,000 estates/trusts. The office limits its area of practice to trust and tax planning and trust and estate administration for business owners, physicians, high net worth individuals and families, and families involved in shale oil and gas development. In addition to counseling its numerous clients, the firm provides advice and continuing education to other professionals in all area of estate planning and life insurance. The law office has presented numerous educational seminars to the general public on a national basis covering such topics as living trusts, irrevocable life insurance/gifting trusts, dynasty/generation-skipping trusts, family limited partnerships and limited liability companies, planning for shale gas owners, charitable giving, the integration of retirement benefits into an estate plan, captive insurance planning and advanced tax planning and asset protection.

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