Webinars, Tutorials, Podcasts AND ONSITE TRAINING

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

FEES

Virtual Fee: $3,500 to  $5,500

Onsite fee: $9,000 - $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):

• The Secure Act’s Definitive Roadmap to Distribution Options for Inherited IRAs. Updated with the Proposed RMD Regulations
• 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
• Rollovers Strategies for Asset Consolidation in Retirement Accounts
• Essential Tips for Saving Taxes and Avoiding Penalties on IRAs and Other Retirement Savings Accounts (Most popular).
• 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: July 2017
• “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.

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
• Consistent rating of an average of 4.5 and higher