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Name
Denise Appleby
Title
CEO, Appleby Retirement Consulting Inc
Bio
Denise Appleby, APA, AKS, CISP, CRC, CRPS, CRSP CEO, Appleby Retirement Consulting Denise Appleby is the CEO of Appleby Retirement Consulting and is widely known as "The IRA Whisperer" for her ability to simplify the complex laws governing IRAs, employer-sponsored retirement plans, distributions, and rollovers. She specializes in retirement account rules and compliance, helping financial advisors, CPAs, attorneys, plan sponsors, and custodians prevent and correct retirement account errors. A nationally recognized speaker, author, and consultant, Denise is a leading authority on IRA and retirement plan technical issues. She is a frequent presenter at industry conferences and educational programs and regularly writes and speaks on retirement account planning, compliance, and legislative developments.
