May 12, 2026
Partner Presentation

Consumer Funds Management: Empowering Autonomy & Independence Through A Person-Centered Approach

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In Partnership with
2:00pm-3:00pm EST

Join ANCOR Gold Partner Arlington Heritage Group to explore how special needs pooled trusts and ABLE accounts can enhance your approach to consumer funds management and foster greater autonomy and independence for those you support.

This one-hour webinar will inspire new possibilities in consumer funds management and transform a consumer’s ability to save for and turn long-held dreams into meaningful, achievable outcomes. Managing consumer funds can be complex, but with the right tools and direction, it becomes an opportunity to empower individuals to reach their personal goals. Exempt resources can be used strategically to help consumers save without jeopardizing essential benefits. Leveraging exempt resources can be a turning point, shifting everyday financial transactions into meaningful progress.

What You’ll Learn

  • Key rules and regulations for special needs pooled trusts and ABLE accounts
  • Proven approaches that are working for providers and the individuals they serve
  • Create sustainable financial resources across your I/DD community

Presenter

  • Kim Goodwin, Director of Customer Connection, Arlington Heritage Group