Denise Appleby - Guest Speaker

Denise speaks nationally to financial professionals, the staff of financial institutions, business groups and consumers on retirement planning issues. She also serves as a panelist at conferences and talk shows. She has made appearances on CNBC’s Business News, where she gave insights on retirement planning.

Topics on which Denise is available for speaking includes the following:

• Retirement and Income Planning
• Distribution rules for IRAs and Defined Contribution Plans.
• Estate Planning for Retirement Plans
• Minimizing taxes on distributions from retirement plans
• Distributions , rollovers and transfers- the rules, regulations and avoiding common mistakes
• Retirement plans for small business owners

 

Target audience generally includes financial professionals, tax professionals, attorneys and consumers.

Denise’s presentations are either educational, sales focused or a combination of both, and can be customized to suit your needs.
If you are interested in booking Denise as keynote speaker, panelist, or host of your teleconference, please use the follow form and provide the requested information.