About Mike
Mike Slaughter, MSFS, NSSA, AEP, CFP®, CRPC®, CLU®
For over 30 years, Mike Slaughter’s financial consulting practice has focused on retirement, estate and tax planning strategies for individuals and small business owners. Mike is President of Retirement & Estate Planning Services, Inc.
Mike received his Bachelor’s Degree from the University of North Carolina at Chapel Hill. In 1980, he became a Chartered Life Underwriter (CLU) through the American College in Bryn Mawr, Pennsylvania and he received the Certified Financial Planner (CFP®) designation from the College of Financial Planning in Denver, Colorado in 1983. The Life Underwriters Training Council and the National Association of Life Underwriters in Washington, D.C. named Mike a Life Underwriters Training Council Fellow (LUTC-F) in 1989. He received his Accredited Estate Planner (AEP) Designation in 1996. In 2007, he achieved the Chartered Retirement Planning Counselor (CRPC®) designation also from the College of Financial Planning. In 2011, Mike received his Masters of Science in Financial Services (MSFS) from The American College. And most recently, Mike has become a National Social Security Advisor through the National Social Security Association.
Mike has been an instructor of Finance and Insurance at the University or North Carolina at Charlotte and has served two years as President for the Charlotte Metrolina Entrepreneurial Council. Through his involvement in the educational and hands-on aspects of entrepreneurship, Mike has become aware of many unique issues facing business owners today. He is often used for financial consulting and/or implementation by property and casualty brokers, financial consultants, CPA firms and law firms. With all the new mortality tables and product changes in the life insurance industry, Mike is sought out for focused life insurance audits for business owners, professionals, and high net-worth individuals.
Planning areas that he speaks about frequently are “The Biggest Mistakes Seniors Make with Their Money, “Managing Your Liabilities and Protecting your Assets and Estate,” and “The Areas Which Most Small Business Owners Neglect.” He is also a speaker to charities on “It’s All about Developing Relationships: Growing Endowments and Yearly Income”.
Mike is also in a study group with Attorney Philip Kavesh who has developed a special stand-alone IRA Inheritance Trust and has obtained a private letter ruling for the document.