Denise Appleby MJ, APA, AKS, CISP, CRC, CRPS, CRSP, is a nationally recognized author of several books on IRAs.

She is an IRA trainer, speaker, and consultant on IRAs and employer plans for small businesses. She helps financial, tax, and legal professionals avoid mistakes with their clients’ retirement accounts and, where possible, fix mistakes.

Due to her knack for helping even the most resistant IRA custodians correct IRA mistakes and resolve other complex IRA-related issues, Denise has earned the reputation of “The IRA Whisperer”.

Denise graduated from John Marshall Law School, where she obtained a Master of Jurisprudence in Employee Benefits and has earned several professional designations for IRAs and employer plans.

Contact Details:

• Denise is online at @ApplebyIRA.
• Appleby Retirement Consulting, Inc.
  Telephone: 973-313-9877 
• Website: www.applebyconsultinginc.com