Meet Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRAs, 401(k) Mistake Preventions Expert
Experience, Recognition, Background
Denise is founder and owner of Appleby Retirement Consulting, Inc, a firm that provides IRA tools and resources for financial and tax professionals. Denise’s wealth of knowledge in retirement plans led to her making appearances on CNBC’s Business News and 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 retirement planning.
Denise held several senior retirement plans related positions with Pershing LLC, which includes Vice President of Retirement Plans Products and Services, Retirement Plans Manager, Trainer, Training Manager, Compliance Consultant, Technical Help Desk Manager and Writer.
While with Pershing, Denise served as a member and firm representative of the Security Industry Association’s (SIA) Retirement and Savings Committee and has spoken at their Savings & Retirement Symposium , which is attended by financial services professionals from a variety of fields, including marketing , sales, legal, operations, and strategic planning.
Denise Appleby's Retirement Expertise
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Premier provider of training, educational tools, marketing materials and technical consulting services for financial ,tax and legal professionals, on IRAs and employer sponsored retirement plans for small businesses. My firm’s primary goal is to help prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.
Her specialties include providing tools and support on IRAs and defined contribution plans, including: Translating tax code and regulations into ‘plan language’; providing marketing tools & aids to financial, tax and legal professionals; providing technical support to financial, tax and legal professionals, providing training to financial, tax and legal professionals.
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