Key Rules for Determining Suitability of Retirement Plans for Small Businesses

September 28 @ 7:00 pm – 10:00 pm
Denise Appleby, CEO, Appleby Retirement Consulting Inc.
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Small business owners are on their own when it comes to saving for retirement, and establishing retirement plans for their businesses would help to ensure that they and the 59.9 million Americans that they hire have an opportunity to build a retirement nest egg. While a small business owner has several options to choose from, certain plan types are easy to establish and maintain, while other types are more complex and offer less flexibility. Learn how to help small business owners pave a secure path to retirement by choosing the most suitable retirement plan.

Delta Hotels by Marriott Woodbridge
515 US Highway 1 South, Iselin, New Jersey 08830 USA


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Speaker Bio:

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial, tax and legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation. Denise writes and publishes educational/marketing tools for advisors; available at She has co-authored several books on IRAs. Denise is a graduate of The John Marshall Law School where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned five professional designations pertaining to IRA/retirement account tax laws. She has appeared on numerous media programs, sharing her insights on retirement account rules/regulations.

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