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Is Your Retirement Plan Due For a Check up?

Planning for retirement is a significant milestone in any professional’s life, especially for those in the pharmaceutical and biomedical industries.

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RX6 Retirement Plan

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What is the RX6 Method and why should you download it?

I have developed the 6 crucial steps for the Pharmaceutical, biomedical, and healthcare professional who wants and needs a specialized retirement plan.


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Mark Schlafer Events

Next Web Cast is March 18th at 6PM EST.

Know When to Hold ’Em, Know When to Fold ’Em:
Understanding Concentration Risk in Equity Compensation

If you’ve ever played poker, you know that holding onto the wrong hand for too long can cost you. The same is true with your equity compensation.


When too much of your net worth is tied to one company—especially the one signing your paycheck—you’re taking on what’s called concentration risk. It’s a risk that’s easy to overlook, especially when things are going well.

SECURE YOUR SPOT BY CLICKING HERE

In this Web Cast you'll learn:

    • Understanding Your Equity Compensation

    • Employee Stock Purchase Plans (ESPPs)

    • The Hidden Danger of Concentration Risk

    • Great Companies Don’t Always Stay on Top

Whether you're new to equity compensation or looking to refine your strategy, this session will provide actionable insights to help you make informed, confident decisions.

Better planning leads to better opportunities. Join us to take better control of your equity compensation.

March 18th, 6pm EST

To Register- please CLICK HERE

Contact Mark today! 

I have enjoyed serving hundreds of families in and around Indianapolis while helping manage millions in assets. My only goal is making sure you achieve and enjoy financial freedom in your retirement year. Please use the form below, or contact me directly.


I'm Mark Schlafer- a 30 year Financial Advisor and financial freedom advocate for all. Let's discuss your financial health and retirement goals today.


Primarily serving professionals in Biotech, Pharma and Healthcare and their families. Complete the form below and let 's chat soon.


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