Position: Settlement Planner, Settlement Professionals, Inc. of Colorado; VP, Training and Education – SPI
Certifications: Certified Medicare Secondary Payer Professional, Chartered Life Assistance Planner and Certified Financial Planner. Location: Denver, CO
Michele Whitmore is a nationally renowned lecturer, speaker and financial expert in legal, settlement and disability planning. She protects and promotes the financial stability of critically injured individuals and their families. Specifically, by applying the principles of portfolio management, insurance protection, estate and special needs planning, and the benefits available from public assistance programs.
Michele has provided financial consulting services nationally since 1983. She is also a fierce advocate for plaintiffs and their attorneys. Particularly, promoting special needs and litigation planning, comprehensive funding and financing, and structured settlement expertise since 1984.
She has also 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.
Michele is a graduate of the University of Colorado and the founder and president of Settlement Strategies, Inc. She has served as the Colorado state director for the Estate Planning for Persons with Disabilities program. Additionally, Michele is a founding member, past-president and former secretary of the Society of Settlement Planners, a founding member, director and past-treasurer of the National Alliance of Medicare Set-Aside Professionals and a current member of the Academy of Special Needs Planners.