NAPFA Fall 2021 National Conference Speaker

Denise Appleby

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical consultation, training and resources for financial, tax and legal professionals. She has over 20 years of experience in the retirement plans field.

Denise writes and publishes booklets and marketing tools for advisors. Denise has also co-authored books that include The Roth IRA Answer Book, The SEP, SIMPLE, SARSEP Answer Book, Quick Reference to IRAs, all Published by Aspen Publishers.

Denise is a graduate of The John Marshall Law School, where she obtained a Master of Jurisprudence in Employee Benefits, and has earned 5 professional designations in the field of retirement account rules and regulations.

She is the creator and CEO of, a free consumer website containing information about retirement accounts rules and regulations. She has appeared on numerous TV and radio programs and quoted in leading media publications.
Watch for all the details coming on NAPFA 2022 Events