Webinars, Tutorials, Podcasts AND ONSITE TRAINING

Contact our Customer Service Department  to schedule a speaking engagement or training. Email: Customerservice@applebyconsultingINC.com

Speaking Style: Extemporaneous 

FEES

Virtual Fee: Starts  at $3,500 to  $5,500

Onsite fee: Starts at $9,000 to $15,000

If this does not fit your budget, please let us know.

Reduced rates available for non-profit organizations. 

Speaking Topics Include (but not limited to):

• Final RMD Regulations Meet the Proposed Regulations for SECURE Act 2: The Top 20 Most Impactful Revelations. Click here for details  
• Distribution Options for Beneficiaries Under SECURE Act 1.0 and 2.0
• Key Roth IRA & Roth 401(k) Rules for Funding & Tax-free Distributions: Updated with SECURE Act 1.0 and SECURE Act 2.0. Click here for details
  
• Rollover and Transfer Rules for Beneficiaries: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plans.
• Portability Rules and Limitations for IRAs and Employer Plans: How to Move Assets Without Making Costly Mistakes. Click here for details
  
• How The SECURE Act Changed The Distribution Options for Beneficiaries of IRAs and Employer Plans
• The (Lucky)13 Most Impactful Provisions Of Secure Act 2.0
• SECURE Act 2.0: Key Tax Saving Strategies 
• Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
• Essential Tips for Saving Taxes and Avoiding Penalties on IRAs and Other Retirement Savings Accounts (Most popular).
• Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings. Click here for details
  
• Effective Strategies for Avoiding RMD Mistakes. 
• Key Features and Benefits of SEP IRAs and SIMPLE IRAs

Attendee Feedback

• Well done! Yours is the most useful session I’ve participated in. I appreciate your extensive preparation.” Attendee, FPA annual conference October 2020
• “In 40 years of attending seminars, I have only twice before encountered a presenter of the quality of Denise Appleby, and she is clearly the best of the three. I have a fair amount of experience with RMDs, including my own, but today I learned a great deal. That woman is an encyclopedia of knowledge! And her presentation skills are remarkable.” Attendee: Edward Jones All Star Tax Series: July 2017
• “Denise has a great method of explaining this difficult topic in clear terms. Excellent!” Audience member: Edward Jones All Star Tax Series:
• “Although I have over 30 years in employee benefits, it was a great refresher and reminder of what needs to be done to stay legal!” Barbara B. Year-end Planning and Compliance Requirements for IRAs.
• “I’d like to thank you for accepting to be a part of our meeting and being so incredibly easy to work with. The advisors loved your presentation and were talking about it for the rest of our stay.” Michelle B. IRA Advisor Summit
• The presenter was great. She is very knowledgeable and presented the information in an organized way. Ms. Appleby was a powerhouse of technical information. The instructor was knowledgeable, effective and friendly, personable. CoPERA
• I thought that Denise's presentation was outstanding. She clearly described situations and was sure to include warnings about possible problems. Her presentation style and delivery pace were well suited to the materials. I not only learned from this but also enjoyed it. Louis C.
• Denise is one of the best webinar presenters you have. Surgent
  
• Denise was absolutely Fabulous!!! Surgent
• Denise is an amazing trainer and professional and we are lucky to benefit from her expertise. Surgent
• Her practical advice and real life examples. (best thing about the program). Surgent
  
  

Past Audiences Include

• National Association of Personal Financial Advisors (NAPFA), including national conferences.
• The Financial planning Association (FPA),including national conferences.
• Surgent Professional Education. Numerous webinars. Attended by tax professionals and financial advisors
• Southern California Tax & Estate Planning Forum. Attended by attorneys
• Edward Jones All Star Tax Series. Multiple events. Attended by financial advisors
• The National Association of Government Defined Contribution Administrators, Inc. (NAGDCA). Attended by administrative and support staff for governmental plans
• Ed Slott Elite IRA Advisor seminars. Attended by Financial Advisors:
• Missouri Bankers Association Seminar. Attended by Financial professionals