Managing Your SDP Spending Plan with Confidence

Getting your spending plan approved is a big deal. But for many people in SDP, this is where a whole new set of questions begins.

A lot of supports, funding, and flexibility can get left on the table when individuals and families don't have clear guidance on navigating conversations with their regional center about how they want to use their funds.

What happens when your regional center only approves part of what you asked for? What do you do when you need to switch providers or add someone new to your team? And when something needs to change, does that always mean going back to your regional center, or can your FMS handle it?

This webinar picks up where the approval process ends. We'll walk through the parts of spending plan management that don't always come with clear instructions, where knowing the rules makes a real difference in what you're actually able to access.

What You'll Learn

• How to navigate conversations with your regional center when there is disagreement about how you want to use your funds
• Exactly which changes require regional center approval and which ones your FMS can handle directly
• How to add staff or switch providers smoothly, without delays or unnecessary back-and-forth
• How to identify reasonable rates for services and what to do when you want to change them
• How to be strategic about when and how you update your plan
  

Who Should Attend

This webinar is for individuals and families who are already in SDP and navigating the day-to-day realities of managing a spending plan, as well as those considering SDP who want to understand the full lifecycle of a spending plan. If you attended our February webinar on getting services approved, consider this the next chapter.

If you've ever had a request come back with questions you don’t understand or know how to answer, weren't sure whether a change needed regional center sign-off, or suspected your spending plan could be working harder for you — this session will give you the tools to do something about it.