
study showedAging: Individual Challenge or Family Opportunity
Our recent conference on aging and families from a systems perspective provide some useful insights. We all are (hopefully) involved with aging because we live long enough! Of course, aging affects the family system’s individuals, no matter how old they are. What does a systems perspective offer? The short answer is – a LOT! Aging is an individual challenge AND its family challenge. The family can be a resource from a systems perspective.
For this post, I have used AI tools to summarize over ten hours of presentations. I have reviewed what was created and believe it represents useful content. As a communicator, my goal is to provide useful content. The information below is better than my analysis and synthesis would be. There are many significant points, and I encourage to get the recordings if you find these points interesting. Important points are like a meal replacement shake to a well-prepared home cook meal. It might be functional, but there’s a lot missing!
Dr. Conklin on Multiple Social Connections to Reduce Risk Factors of Heart Health
- “Loneliness” and “Social Isolation” Are Not the Same. A central argument of this presentation is the critical need to distinguish between functional and structural social ties. Dr. Conklin defines loneliness as a functional measure—the subjective feeling of a mismatch between expected and received social support. In contrast, social isolation is a structural measure, referring to the objective number and existence of relationships (e.g., marital status, living alone, network size). She argues that research and public discourse misuse these terms interchangeably.
- Current Research is Flawed by “Lumping” Data. Dr. Conklin critiques the existing scientific literature for “lumping” many distinct structural variables (like being widowed, being single, and being divorced) into a single, broad category like “not married,” or creating a single “social isolation index.” She contends that each of these factors is a unique risk factor and must be analyzed independently to understand its true effect on health.
- Social Relationships Affect Health Differently for Females and Males. This is the core finding of Dr. Conklin’s own research. By separating these structural factors, she found clear, gender-specific patterns.
- For Men: Health risk factors (like blood pressure and waist circumference) were more strongly affected by close social ties, such as marital status. For example, becoming divorced was linked to the greatest increase in waist circumference for men.
- For Women: Health risk factors were more strongly affected by broader social connections, particularly the number and diversity of their monthly social activities. For instance, women who consistently engaged in few social activities had a 20% higher odds of developing new-onset central obesity.
- Changes in Social Ties (Transitions) Are as Important as Static States. Dr. Conklin emphasized that social relationships are dynamic, not static. She argues that most research fails by only measuring social ties at a single point in time. Her longitudinal research shows that the transition from one state to another (e.g., becoming widowed, decreasing social activities) has its own distinct and significant health consequences that are missed in static studies.
- My Takeaway – Loneliness is the new smoking – My big takeaway on this presentation was that social isolation can be as bad as smoking with respect to health outcomes.
Amie Post – Friday – Aging as a Family Process
It’s hard to do justice to Ms. Post’s detailed and nuanced presentation. Her knowledge of Bowen Theory is thorough, and she communicates the ideas well. She provides an excellent crash course in Bowen Theory.
- Aging is a family system process, not just an individual one. Bowen theory reframes aging by shifting the focus from “What is happening to this person?” to “What is going on in this family system?”. Symptoms in an aging individual are seen as part of a multi-generational process, rather than an isolated pathology.
- Symptoms are an expression of anxiety flowing through the family unit. The family is an interconnected emotional organism that syncs biologically. A symptom in one member, such as Ellen’s arthritis flare-up , expresses anxiety and tension present in the entire system, which then ripples outward in a cascade of reactions.
- “Differentiation of self” is the key to adaptive capacity. This concept measures the ability to remain a thoughtful self while remaining connected to others, especially under stress. Low differentiation leads to automatic, rigid reactions like fixed triangles. High differentiation allows for flexibility, objective thinking, and more considered, adaptive responses to challenges like aging.
- Chronic family anxiety has measurable biological consequences. The family’s emotional process is not just psychological; it directly affects physiology. Sustained activation of the stress response from chronic family anxiety (allostatic load) can lead to concrete changes in hormone levels, immune function, and gene expression.
- My Takeaway – it’s hard to always think systems, but that’s how we developed.
Saturday’s presentation continued her explanation of Bowen Theory.
Amie Post – Saturday – Engaging Family Systems Thinking to Promote Resiliency
The Goal is Microscopic Change in One Person. The primary goal is not to fix the entire family system. It is to help one family member develop “a little bit more capacity to be both a separate self while remaining related to other”. Post emphasizes that change is “microscopic” (e.g., moving from 35 to 35.001 on the differentiation scale), but even this slight shift, enacted over a lifetime, makes a significant difference in the family system.
- The Helper’s Role is Not to Heal or Solve. A helper’s “help that’s helpful” is defined by emotional objectivity and neutrality. When clinicians, driven by their own emotional synchrony, jump in to resolve a client’s crisis, they “steal” an opportunity for the family to be its own resource. The clinical goal should be to decrease dependency and reorient the family to its own wisdom.
- The Work Must Start with the Clinician’s Own Family. Post, citing Dr. Kerr, suggests there is a “moral imperative” for helpers using Bowen theory to actively apply that same work in their own family of origin. Trainees who did their own family work had “far faster clinical outcomes”. The family of origin is a “lower-stakes experimental zone” to test new ways of managing self, to regulate self, not to change others.
- Engaging Thinking Is the Intervention. Differentiation is not an insight-based therapy; it requires action. However, the very act of observing one’s own reactivity (metacognition) is an action that engages the intellectual system and changes how the brain is organized. A case study showed that a psychoeducational approach focused on engaging thinking and responsibility for self (observing self, setting goals) reduced chaos scores, whereas an approach focused on relieving discomfort (calming, trauma-informed validation) saw chaos scores stay the same or increase.
- My takeaway – the best help can seem like not helping to a helper. Better thinking is so very helpful.
Maybo Lui – Navigating Caregiving in a Collectivist Culture
Maybo Lui’s presentation of a family of Chinese heritage showed that other cultures have the same emotional processes at play. The CONTENT will be different, but triangles, chronic anxiety, multi-generation processes and level of differentiation are completely valid concepts. As are the other concepts. All cultures grew from the same evolutionary past and operate with the same biology. Culture will influence WHAT a person might be anxious about, but the anxiety still drives the emotional processes.
- Cultural systems create powerful, often unspoken, pressures on caregivers.
- In Chinese culture, the combination of filial piety (a duty of absolute care), the avoidance of death as a taboo topic, and the premium on social harmony (avoiding conflict) often results in caregivers “quietly” assuming responsibilities without discussion. This leads to a lack of planning and a high risk of burnout, as seeking outside help may be resisted.
- The presentation defines “fused caregiving” (over-involvement, self-neglect, acting from “guilt or fear”), “distant caregiving” (under-involvement, emotional disengagement to manage anxiety), and “differentiated caregiving” (maintaining emotional connection while acting on one’s own thoughtful values and balancing both one’s own needs and the parents’ needs). Both fused and distant patterns are described as “reactive” and lacking “thoughtfulness”.
- Differentiation can be framed within cultural values, not as a rejection of them.
- The speaker aligns differentiation with the indigenous concept of “true filial piety” (acting with “wisdom and care” for the whole family), distinguishing it from “foolish filial piety” (“obedience with little thoughtfulness” that becomes harmful). This suggests differentiation is not about being “free of constraints” but about “how thoughtfully” one operates within them.
- Moving from reactivity to thoughtfulness is a non-linear process rooted in awareness.
- The case study shows that change is a difficult “work in progress”. Anxiety predictably causes a “knee-jerk reaction” to “fall back” into default, reactive patterns. The primary tool for change is fostering self-observation and awareness, which allows the individual to “slow down”. Clinically, this means helping clients use calm periods to define their own principles and distinguish guilt-driven behaviour from “thoughtful conviction” before a crisis hits.
- My takeaway – Bowen Theory applies in different cultures. We all have the same biology. We all have families.
Douglas Hardy – Aging Parents, Dementia and Family Functioning
- Functioning is Relational, Not Static: The observable functional capacity of an individual with dementia is not a fixed biological state. It is a fluid and dynamic process that is demonstrably influenced by the fluctuating anxiety and tension levels within the immediate family relationship system.
- Projection Can Be “Reversed”: The family projection process, typically describing a parent’s anxious focus on a child, can be applied to aging families. Adult children can collectively develop an “anxious focus” on a vulnerable, aging parent, which in turn can influence that parent’s functioning.
- Sibling Triangles Activate Under Stress: Dormant, interlocking triangles within a sibling subsystem are prone to reactivating under the predictable anxiety of a parent’s decline. A conscious effort by one member to “detriangle”—by strengthening one-to-one relationships and refusing to participate in anxious gossip about a third person—can help stabilize the entire system.
- “Game Plan” Manages Reactivity: For professionals or individuals, navigating a predictable family life-cycle crisis is aided by a conscious, theory-guided “game plan”. This plan’s utility is not in changing others, but in helping the individual manage their own emotional reactivity, remain “detached and observant,” and intentionally “show up” in a more mature, responsible functional position.
- My Takeaway – a systems perspective can be a huge resource in this kind of challenging process.
Theresa Pauly, PhD, “For Better or Worse: How Couples Influence Each Other’s Health”
The presentation delves into how social relationships exert both positive and negative influences on health. It highlights that despite potential increases in social isolation as people age, older adults maintain high well-being and report comparatively less loneliness.
- Older Adults Prioritize and Maintain High-Quality Relationships: Older adults report greater relationship satisfaction and fewer negative experiences in social interactions compared to younger counterparts. They utilize strategies like focusing on positive stimuli (positivity bias) and frequently using disengagement strategies (such as ignoring a situation or regulating their own emotions) to manage conflict. Older adults are generally more willing to forgive than younger adults.
- Health Behaviours and Conditions are Relational and Contagious: The health of one partner is strongly coupled with the health of the other. This includes spousal concordance in chronic conditions like cancer, diabetes, and heart conditions. On a behavioural level, positive health behaviour changes can transfer from one partner to the other.
- Physiological Linkage (Synchrony) in Couples Can Be Adaptive or Maladaptive: Older couples exhibit cortisol synchrony in daily life. This physiological linkage is influenced by everyday interpersonal contexts, such as partner presence and socio-emotional interactions. Physiological linkage is described as potentially adaptive (aka Stress Buffering Hypothesis) or maladaptive (aka Stress Contagion Hypothesis). Higher cortisol synchrony is linked to partners reporting prior positive socio-emotional partner interactions (e.g., feeling understood and appreciated).
- My takeaway – We are more strongly linked than we understood.
Dixie Vandersluys – Keeping Relationships in Mind in Estate Planning
- Estate Conflict is a Shift in Content, Not Process. Estate disputes are rarely, at their core, about the money or assets. The content of the conflict shifts to the estate, but the underlying family process—including anxiety levels, unresolved emotional attachments, and long-standing patterns of dependence or conflict—remains the same, and is often intensified by the loss.
- Secrecy is an Anxiety-Driven “Closed System” That Backfires. The common practice of keeping a will’s contents secret is identified as a “closed relationship system”. This is often an anxiety-management technique used by the will-maker to “please everyone” or “defer conflict”. This avoidance predictably leads to intensified post-death conflict and severe monetary costs, as illustrated by a case where legal fees consumed 95% of the estate.
- Professionals (Lawyers) Form a “Basic Estate Triangle”. Lawyers and other estate professionals are not neutral observers; they are “embedded” in the family’s emotional system. A “basic estate triangle” comprises the deceased, the family, and the lawyer. The lawyer often becomes the “third point,” absorbing the anxiety that existed between the deceased and the family, fulfilling the role of having to “face your whole family” after the client’s death.
- The Clinical Role is “Thought Partnership” Through Differentiation. For clinicians, the primary intervention is to act as a “thought partner” before death. The goal is to help the client apply differentiation of self by separating “thoughtful beliefs” from “anxious thoughts and reactions”. A key intervention is to have the client use their own knowledge of “what’s already happening in the family” to “predict” how their estate decisions might “help or impinge” their loved ones.
- My takeaway – Follow the anxiety, not the money. Start the conversations early to reduce the anxiety.
Thank you for your interest in systems.
Dave Galloway
dave.galloway@livingsystems.ca
CHECK OUT OUR CONFERENCE ON AGING HERE
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