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This profile was last updated on 1/29/14  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Michele Whitmore

Wrong Michele Whitmore?

Founder and President

Local Address: Parker, Colorado, United States
Settlement Strategies , Inc.
 
Background

Employment History

Board Memberships and Affiliations

Education

  • College for Financial Planning
  • University of Colorado
32 Total References
Web References
SSP Board of Directors
www.societyofsettlementplanners.com, 10 July 2013 [cached]
Michele Whitmore Board Member Michele Whitmore is a financial expert in Legal and Disability Planning applying the principles of Investments, Insurance, Estate Planning, Public and Private Assistance Programs on behalf of the critically injured individual. Ms. Whitmore is a graduate of the University of Colorado '77, CFP '85 College for Financial Planning, and ChLAP '06 Chartered Lifetime Assistance Planner. Her professional licensing includes NASD securities series 7, 6, 22, 63, 65, life, health and variable insurance in multiple states. She is Founder and President of Settlement Strategies, Inc., served as the Colorado State Director for Estate Planning for Persons with Disabilities, is a Founding Member and Past-President of the Society of Settlement Planners and a Founding Member, Director and Past-Treasurer of the National Alliance of Medicare Set-Aside Professionals.
Press Release 2/14/05
www.namsap.org, 14 Feb 2005 [cached]
In addition to Meifert, founding members of the Board of Directors include Robert T. Lewis, Esq., Capehart & Scatchard, P.A., NAMSAP's Vice President and Chairman of the Communications Committee; Tim Nay, Esq., M.S.W., Nay & Friedenberg, NAMSAP's Secretary and Chairman of the Membership Committee; and Michele Whitmore, President of Settlement Strategies, Inc., NAMSAP's Treasurer.
NAMSAP - About Us - Board of Directors
www.namsap.org, 9 Sept 2006 [cached]
Michele WhitmoreFounder and PresidentSettlement Strategies, Inc.
Ms. Whitmore has provided financial consulting services to individuals since 1983, litigation planning, special needs and structured settlement expertise to attorneys since 1984, served as the Colorado state director for the Estate Planning For Persons With Disabilities program and is founder and president of Settlement Strategies, Inc. . She is the Presiding President and a Founding Member of the Society of Settlement Planners and a Founding Director and current Treasurer of the National Alliance of Medicare-Set Aside Professions.
Ms. Whitmore's settlement and disability planning practice is devoted to advising legal professionals and their clients in the negotiations, design and funding of legal settlements to maintain the benefits provided by public and private assistance programs and to promote the proper application and safeguard the tax and financial remedies afforded recipients of tort recoveries.
Michele Whitmore is a graduate of the University of Colorado and the College for Financial Planning.
She can be contacted by phone (800) 877-0152, e-mail michele@settlementstrategies.com or mail at 19412A, E. Mann Creek Dr. Parker, CO 80134
Michele ...
societyofsettlementplanners.com, 4 April 2014 [cached]
Michele Whitmore 19412B E. Mann Creek Drive Parker, CO 80134 Phone: 303-841-0420 This e-mail address is being protected from spambots.
SSP Officers
www.societyofsettlementplanners.com, 10 July 2013 [cached]
Michele Whitmore Secretary Michele Whitmore is a financial expert in Legal and Disability Planning applying the principles of Investments, Insurance, Estate Planning, Public and Private Assistance Programs on behalf of the critically injured individual. Ms. Whitmore is a graduate of the University of Colorado '77, CFP '85 College for Financial Planning, and ChLAP '06 Chartered Lifetime Assistance Planner. Her professional licensing includes NASD securities series 7, 6, 22, 63, 65, life, health and variable insurance in multiple states. She is Founder and President of Settlement Strategies, Inc., served as the Colorado State Director for Estate Planning for Persons with Disabilities, is a Founding Member and Past-President of the Society of Settlement Planners and a Founding Member, Director and Past-Treasurer of the National Alliance of Medicare Set-Aside Professionals.
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