May 09, 2024
Partner Presentation

Putting Strategy Into Your Consumer Funds Management

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

Make a major impact on your organization and those in your care by using the right exempt financial tool(s). With the appropriate financial vehicles for consumer funds management, you will be better equipped to manage resource limits, secure eligibility for benefits and positively influence long-term outcomes.

Join ANCOR Gold Partner Arlington Heritage Group to learn how to:

  • Break the cycle of spend downs while ensuring the continuity of benefits.
  • Create a pathway for consumers to save money and spend it how and when they choose.
  • Understand the new financial landscape and how to handle the impacts to SSI/Medicaid.
  • Build an endowment feature to support your I/DD community, especially those with few to no resources.


  • Tom Tirney, President, Arlington Heritage Group