Special Needs Financial Planning | A History of Special Needs Financial Planning and Our Decades of Advocacy
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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A History of Special Needs Financial Planning and Our Decades of Advocacy

A History of Special Needs Financial Planning and Our Decades of Advocacy

John Nadworny, CFP® (j), Cynthia Haddad, CFP® (c), Alexandria Nadworny, CFP® (a)

Spanning More Than 25 Years - 1990 through 2016

  • Completed 5th term of Governor’s Commission – (J)
  • Featured planner in Money Magazine Article “Raising Finn” – (J)
  • Appointed to the Advisory Board for “The Real Lives Bill” – (J)
  • Collaborated to create “Building A Home Toolkit CD; A Compilation of Resources” – (J)
  • Task force for Future Planning, Massachusetts Department of Developmental Disabilities – (J)
  • Alexandria Nadworny, CFP® joins the practice
    • Volunteers for Junior Achievement at the Northshore Education Consortium Upper School – (A)
    • Volunteers at Annual MDSC Brother and Sister Workshops – (A)
    • Selected as an ‘emerging leader’ for the DDS Leadership Development Initiative – (A)
    • Attendee of the 2015 Family Leadership Series – MFOFC – (J) (A)
  • Member of the Metro North Citizens Advisory Board – (J) (C)
  • Member Board of Directors for Massachusetts Sibling Support Network – (C)
  • Members, Academy of Special Needs Planners – (J) (C) (A)
    • Published “SibTips” an e-book for brothers and sisters of individuals with special needs – (C) (A)
  • Under contract to write a book on Housing for Brookes Publishing Co. – (J) (C)
  • Members, The Financial Planning Association 20 years – (J) (C)
Presented educational workshops to over 50 agencies across the country – (J) (C) (A)
  • Appointed to Massachusetts Statewide Quality Control Council – (J)
  • Wrote the proposal for Qualified Disability Savings Accuont, approved by George Bush’s President’s Committee for Intellectual Disabilities – (J)
  • Co-Authored “The Special Needs Planning Guide; How to Prepare for Every Stage of Your Child’s Life” (Brookes Publishing Co.)* - (J) (C)
    • Member Board of Directors for The Arc of Massachusetts – (J) (C)
    • Chair for The Arc of Massachusetts 50th Anniversary Gala – (C)
    • Member Board of Directors for Massachusetts Down Syndrome – (J)
    • Sponsored Housing Conferences; MFOFC – (J)
  • Presented at the Certified Financial Planners National Conference – (J) (C)
    • Covered by Boton Globe, New York Times, USA Today, Kiplinger’s Chair Subcommittee on Private-Public Partnerships for Residential Services – (J)
  • Family to Family Advisory Board Member – (J)
  • Family to Family Steering Committee Chair – (C)
Presented educational workshops to over 100 agencies across the country – (J) (C)
  • Building the foundation for Special Needs Financial Planning; John Nadworny, CFP® and Cynthia Haddad, CFP®, a parent and a sibling, begin working together as a team.
    • Board Member of EMARC – (J)
    • First Sibling Support program sponsored by Greater Boston Arc – (C)
    • Citizens Advisory Board Member – Massachusetts Department of Developmental Services, Residential Quality Control Committee – (C)
    • Waiting List subcommittee member, Governors Commission On Intellectual Disabilities – (J)
    • Sponsored statewide Housing conference coordinated by Massachusetts Families Organizing for Change – (J)
    • A sponsor and speaker at the first statewide family housing conference, coordinated by Massachusetts Families Organizing For Change (MFOFC) – (J)
  • First Financial Planning Workshop, Charles River ARC*
    • Appointed to Governor’s Commission on Intellectual Disabilities – (J)
    • Chair Subcommittee on Private-Public Partnerships for Residential Services – (J)
    • Family to Family Advisory Board Member – (J)
    • Participated in Ironman USA, raised $140,000 to help continue Family to Family funding – (J)
    • Advisor to the MARC Trust, now PLAN of Massachusetts – (J)
    • Contributing authors to “Passport to Independence: Home, Work & Community: a manual for families” in collaboration by Specialized Housing, Inc. and its Advisory Board* - (J) (C)
  • Created “A Letter of Intent” in fill-in-the-blanks format – (J) (C)
  • Formed Special Needs Planning, LLC – (J) (C)
  • Launched our first Special Needs Planning Website at specialneedsplanning.com – (J) (C)
Presented educational workshops to over 100 agencies across the state – (J) (C)