Meet Mark, Your InPlay Caddie
Mark attended The University of Florida, Eckerd College, and the University of Freiburg, Germany, earning degrees in International Business and German
Mark has held the:
Series 7 Securities License
Series 24 Securities Principal License
Series 65 Registered Investment Advisor
Series 214 Life Insurance License
Mark has held the:
CEPP - Certified Estate Planning Practitioner
CSA – Certified Senior Advisor
CWM - Certified Wealth Mentor (Behavioral Finance)
Mark has participated as a faculty member for the Florida Symposium of Financial Planning Professionals.
As Featured with Shark Tank's Kevin Harrington
Build Wealth Like a Shark
Amazon Best Seller
Co-authored by Mark alongside Shark Tank's Kevin Harrington.
Exclusive Interview Feature
Watch Mark's Shark Tank Interview with Kevin Harrington, where he shares his powerful insights on building wealth, retiring smart, and standing out in the financial world.
Take Control of Your Preferences for Sourcing Your Retirement Income
Gain Clarity and Confidence Knowing Your Lifestyle is Protected
Take Control of Your Retirement Income
We will listen to you and discuss how to personalize your retirement income strategy
Discover the Proven Principles Behind a Worry-Free Retirement
Request your copy of Mark’s book Retire Abundantly — a trusted guide to creating a more confident and stress-free retirement.
Mark has designed multiple courses on advanced tax reduction strategies approved by The Florida Department of Business and Professional Regulation and The Florida Bar to offer Continuing Professional Education to Certified Public Accountants and Continuing Legal Education for attorneys practicing in Florida.
Mark regularly attends conferences on Advanced Lifestyle & legacy Protection
Ed Slott, CPA
America’s CPA
Conference with Robert Shiller Ph.D.Sterling Professor of Economics at Yale University2013 Nobel Prize Economic SciencesRoger Ibbotson Ph.D., Professor Emeritusin Finance Yale University.Ibbotson Associates, now a Morningstar Company
As Featured In
Trusted by Industry Leaders and Featured on Renowned Platforms
Take the next step towards retirement confidence and Staying InPlay
At InPlay Retirement, we align protected growth and guaranteed lifetime income strategies to your retirement lifestyle, alleviating spending anxiety so you can embrace the future confidently.
Choosing a Retirement Income Approach
As you enter retirement, your financial priorities shift from wealth accumulation to income creation, a critical transition that shapes your future. For success, you must feel comfortable and confident in your retirement approach.
Protected Growth and
Income
As retirees look ahead to their financial futures, it is crucial to prioritize stable investment growth and establish dependable income sources
Guaranteed Lifetime
Income
Integrating guaranteed lifetime income into your retirement empowers you to enjoy newfound freedom to spend your hard earned wealth confidently.
Integrating guaranteed lifetime income into your retirement empowers you to enjoy newfound freedom to spend your hard earned wealth confidently.
