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This profile was last updated on 1/19/16  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Michele Whitmore

Wrong Michele Whitmore?

Settlement and Disability Planner

Phone: (303) ***-****  
Email: m***@***.com
Local Address:  Parker , Colorado , United States
Settlement Professionals Inc
1800 Blankenship Road Suite 160
West Linn , Oregon 97068
United States

Company Description: Settlement Professionals, Inc. is the NATIONAL company specializing in comprehensive, holistic settlement planning FOR PLAINTIFFS ONLY. And, we are the NATIONAL...   more
Background

Employment History

  • Founding Member, Director and Past-Treasurer
    National Alliance of Medicare Set Aside Professionals
  • Founding Director
    National Alliance of Medicare-Set Aside Professions
  • Owner
    Settlement Strategies , Inc.
  • Founder and President
    Settlement Strategies , Inc.
  • State Director for Estate Planning
    Persons

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
Contact Us
societyofsettlementplanners.com, 6 Jan 2015 [cached]
Michele Whitmore 19412B E. Mann Creek Drive Parker, CO 80134 Phone: 303-841-0420 This e-mail address is being protected from spambots.
Joe Stevens: Settlement Professionals, Inc. | Services: Settlement Professionals, Inc.
www.settlepro.com, 26 April 2012 [cached]
MICHELE WHITMORE
Settlement Professionals Inc.
...
Michele Whitmore 19412B E. Mann Creek Dr. Parker, CO 80134 (303) 841-0420 (800) 877-0152
...
Michele Whitmore is a leading financial expert in Legal and Disability Planning, applying the principles of Investments, Insurance, Estate Planning and Public and Private Assistance Programs on behalf of the betterment 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 include 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., has served as the Colorado State Director for Estate Planning for Persons with Disabilities, is a Founding Member, Director and Past-President of the Society of Settlement Planners as well as a Founding Member, Director and Past-Treasurer of the National Alliance of Medicare Set-Aside Professionals
Ms. Whitmore has provided financial consulting services nationally to individuals since 1983, litigation planning, special needs and structured settlement expertise to the legal profession and their clients since 1984. She has authored numerous articles for state and national publications, including Trial Magazine, Trial Talk, Colorado Lawyer, TBI Challenge, The Neurolaw Letter, NeuroRehabilitation and The Life Planning Newsletter. Ms Whitmore is a frequent lecturer/speaker presenting to local, state and national organizations such the Colorado Trial Lawyers Association, Texas Capital Trial Lawyers Association, Louisiana Trial Lawyers Association, Alabama Trial Lawyers Association, Orange County Trial Lawyers Association, Colorado Bar Association, Weld County Bar Association, Professional Education Systems, Inc., EPPD, The Care Planner Network, The Society of Settlement Planners and The Academy of Special Needs Planners.
Ms. Whitmore's national settlement and disability planning practice is devoted to advising legal professionals and their clients in the negotiations, design, allocation and funding of personal injury settlements in order 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.
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