STOP Spending Down Your Consumers’ Money to Maintain Benefits

This free one-hour webinar will show you how to never spend down again.

Managing consumer funds is a complex matter. Providers can resolve the challenge by using an exempt resource to save money without jeopardizing benefits. Make the “spend-down” strategy a thing of the past. Create new best practices using solutions best suited for your consumers, the most common being special needs trusts, irrevocable burial accounts, special needs pooled trusts and ABLE accounts. These exempt resources can improve long-term consumer outcomes, provide transparency and maintain eligibility.

Tom Tirney, President of Arlington Heritage Group, will review how providers, families and individuals can harness them for savings and SSA compliance. Co-presenter Stacy DiStefano, CEO of Consulting For Human Services, will demonstrate how implemented best practices resolve challenges in providers’ programs.

Join ANCOR Gold Partner Arlington Heritage Group to learn the following:

• Save money and prevent wasteful spend-downs
• Identify the best methods
• Build resources for your entire I/DD community
• Case studies

Presenters

• Stacy DiStefano, CEO, Consulting for Human Services
• Tom Tirney, President, Arlington Heritage Group