Sign Up for the IRA Masterclass Series. Appleby's IRA Bytes
Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
Testimonials on Speaking
Denise was rebooked immediately after speaking at an event for Table Bay Financial Network, Inc.
The following is one of the emails that was sent to Denise after she spoke at their seminar in Las Vegas on April 4, 2016.
wow- 2016 Advisors Summit HUGE Thank You
Your participation in the Advisor Summit in Las Vegas was a tremendous help in making it such a success. The reviews are pouring in and they are all highly positive. I am forever grateful for your support, kind words, encouragement, and participation in the event. We are simply thrilled at the outcome.
In fact it was such a success that we are already planning a repeat December 1-2nd at the Venetian. This one will be even bigger and better!!!
Thank you again!
Barry L. Bulakites
President, Chief Distribution Officer
Table Bay Financial Network, Inc.
600 West Broadway
San Diego, CA 92101
Phone: 866-225-1786 X 305
Feedback after speaking at an Advisors Summit in Vail Colorado- Sonnenalp Resort, July 20-22.
The advisors loved your presentation and were talking about it for the rest of our stay. I am certain many attendees will be reaching out to you in the coming days and weeks if they have not already!
Thank you again, it was a pleasure working with you-
Table Bay Financial Network, Inc
Instructing for the Virginia Society of CPAs
Event-11/10/14 - Complete Strategies for Maximizing Contributions, Rollovers, Distributions & Estate Planning of IRAs, SIMPLEs, SEPs & Roths
“Fundamentals of Designated Roth Accounts”
Evaluation Summary of Participant Feedback
September 29, 2015
Overall rating 4.9 out of 5