Succession Planning with John Nadworny

Succession Planning with John Nadworny

John Nadworny—a Certified Financial Planner with over 30 years of experience working with families of individuals with special needs—reveals how true succession planning goes beyond financial security and legal documents. Succession planning takes into consideration the various things that are required for your loved one’s life to continue with fulfillment and joy after you’re gone. John shares practical strategies including a letter of intent, building a trusted team, and fostering ongoing conversations that future-proof your loved one’s care. He also emphasizes that planning isn’t a one-and-done task, it’s a continuous lifelong process that honors your loved one’s happiness as well as security. Discover how to start today, adapt as life unfolds, and ensure your loved one continues to thrive—no matter what tomorrow brings. In this episode we talk about the emotional, practical, and relational layers of planning:  - Thinking through roles and responsibilities of who will take over when a parent is no longer here, or unable to continue being the caregiver.  - The importance of emotional acceptance when planning, and the difficult feelings that often come along with it.  - Selecting the right guardians or trustees—even if you’re starting late, or are unsure who in your circle to choose. - Starting the difficult conversations and creating an ongoing process. - Establishing a vision for your loved one's future so they can continue doing the things they love. John Nadworny is the co-author of The Special Needs Planning Guide (Brookes Publishing, 2007 and 2022), and was a Certified Financial planner and Wealth Advisor for decades. He’s a father of three—James, Alex, and Ben. James is 35, has Down syndrome, and lives with John and his wife Susan. His other two children, Alex and Ben, worked with him as financial advisors, until 2023 when John retired. Their family company was acquired by Sequoia Financial Group because of Sequoia's commitment to working with families of individuals with special needs. Alex and Ben continued on with Sequoia so they could focus on planning with families rather than managing a company. Links: Future Planning: A Roadmap: https://drive.google.com/file/d/1r4ol8DYIXZMJbedITh5boRl2-Dufihjm/view?usp=sharing [https://drive.google.com/file/d/1r4ol8DYIXZMJbedITh5boRl2-Dufihjm/view?usp=sharing] Sequoia’s special needs planning resources https://specialneedsplanning.com/resources/ [https://specialneedsplanning.com/resources/] We want to hear from you! Get in touch at: podcast@agingwithdownsyndrome.com

Swallowing Issues & Other Challenges

In this episode, we talk to Jadene about Matt’s recent onset of swallowing issues and other challenges he’s facing in this new phase of the Alzheimer’s journey. Our conversation touches on adapting routines, the myriad of therapy options available, modifying interventions, the importance of compassionate and tailored approaches, and navigating the emotional aspects of these changes. We want to hear from you! Get in touch at: podcast@agingwithdownsyndrome.com

Navigating Grief

Sometimes grief shows up in the most unexpected ways, long before our loved ones take their last breath. If you're caring for someone with a terminal diagnosis (like Alzheimer’s), or navigating loss, this episode offers insights into the many faces of grief you may have not known existed. Brooke Heinrich—a Certified Grief Educator and former hospice volunteer, whose beloved sister with Down syndrome passed away due to Alzheimer’s—shares her deeply personal journey. She reveals how her grief evolved into a lifelong process of finding meaning, healing, and hope. Brooke’s compelling story tackles the unspoken realities of caring for loved ones with complex needs and the types of grief that come with witnessing their decline. You'll discover how grief isn’t linear, and why trying to "move on" is a myth. We talk about the stages of grief and practical tools for staying present amidst pain, and honoring your loved one in small yet meaningful ways. Brooke emphasizes that grief is a lifelong companion, not an end state, and offers advice for those feeling stuck or overwhelmed. This episode is essential listening for caregivers and loved ones facing tough diagnoses, or already in the depth of love and loss. So whether you're currently in the midst of mourning or preparing for what lies ahead, Brooke’s wisdom will resonate. Join us for this courageous conversation about grief in all its forms, because understanding it can help you start to heal and connect.  About Brooke Heinrich: After Brooke’s precious older sister with Down syndrome passed away at 55, she was sent on a painful, confusing, and unwelcome journey of grief. Living without Arron, her Honey, was heartbreaking. In an effort to process her grief while honoring her sister, Brooke enrolled in a Grief Educator Program led by renowned grief expert David Kessler. Today, as a Certified Grief Educator, Brooke supports others walking through grief by offering peer-to-peer support and facilitating grief support groups to those experiencing the loss of a loved one with Down syndrome and Alzheimer’s disease, or the loss of a sibling with disabilities. Brooke understands how hard it is to navigate grief and the days of living with a grieving heart. Helping others has become a meaningful and important part of her own healing journey. Brooke can be reached at brooke.griefandhoney@gmail.com [brooke.griefandhoney@gmail.com] Mentioned in this episode: Down syndrome & Alzheimer’s online support group http://Facebook.com/groups/dsalz [http://facebook.com/groups/dsalz] David Kessler https://grief.com/ [https://grief.com/] We want to hear from you! Get in touch at: podcast@agingwithdownsyndrome.com

Life Story | A Simple Tool for Connection

Unlock the power of telling a loved one's life story to enrich their care, preserve precious memories, and foster deeper connections. Hear firsthand from Jadene and Kristin, who share how they’ve crafted photo albums, memory books, and videos that became invaluable tools for both the family and the caregivers. Discover how life stories not only serve as a bridge for staff to understand a person’s history and preferences, but can also be an important source of comfort and emotional support for the individual. Creating a life story celebrates a person’s unique history and journey. It paints a vivid picture of their life that not only helps them feel good about themselves, but enhances person-centered care from staff. It provides an opportunity to deepen understanding, reduce frustration, and honor the individuality of loved ones as they age. Resources about creating life stories: Adult Down Syndrome Center Creating an Orientation Book https://adscresources.advocatehealth.com/resources/orientation-book-for-people-with-alzheimers-disease/ [https://adscresources.advocatehealth.com/resources/orientation-book-for-people-with-alzheimers-disease/] NHS Life Story Work: What and How https://leedscommunityhealthcare.nhs.uk/our-services-a-z/adults-speech-and-language-therapy-2/communication-in-dementia/life-story-work/ [https://leedscommunityhealthcare.nhs.uk/our-services-a-z/adults-speech-and-language-therapy-2/communication-in-dementia/life-story-work/] St. John’s Using Life Stories https://dementia.stjohnsliving.org/caregive_resources/using-life-stories-in-at-home-dementia-care/ [https://dementia.stjohnsliving.org/caregive_resources/using-life-stories-in-at-home-dementia-care/] BMC Nursing The use of life stories and its influence on persons with dementia, their relatives and staff https://link.springer.com/article/10.1186/s12912-017-0223-5 [https://link.springer.com/article/10.1186/s12912-017-0223-5] Mentioned in this episode: EDSD, a tool for dementia screening https://www.the-ntg.org/ntg-edsd [https://www.the-ntg.org/ntg-edsd] Video that Kristin had made of her brother Matthew https://youtu.be/_PLhTu5nRp4?si=YycJcBPV_LcJR6GC [https://youtu.be/_PLhTu5nRp4?si=YycJcBPV_LcJR6GC] We want to hear from you! Get in touch at: podcast@agingwithdownsyndrome.com

Seizures with Dr. Seth Keller | Part 2

In this second episode of our two-part series, we continue our discussion with Dr. Seth Keller, a seasoned neurologist, about seizures and aging with Down syndrome. We delve into myoclonic seizures, first aid for seizures, medications, and more. Resources on seizures: Adult Down Syndrome Center https://adscresources.advocatehealth.com/search/?keyword=seizures [https://adscresources.advocatehealth.com/search/?keyword=seizures] NTG https://www.the-ntg.org/epilepsy-dementia [https://www.the-ntg.org/epilepsy-dementia] Mentioned on the podcast: The National Task Group on Intellectual Disabilities and Dementia Practices (NTG) is a non-profit organization focused on advocating for the needs of aging adults with intellectual and developmental disabilities who are at risk of or who have been affected by Alzheimer's disease and other forms of dementia. https://www.the-ntg.org/ [https://www.the-ntg.org/] The American Academy of Developmental Medicine & Dentistry (AADMD) is a non-profit, membership organization of interdisciplinary health professionals—including primary care physicians, medical specialists, dentists, nurses and other clinicians—committed to improving the quality of healthcare for people with intellectual/developmental disabilities. https://www.aadmd.org/ [https://www.aadmd.org/] We want to hear from you! Get in touch at: podcast@agingwithdownsyndrome.com