STUDY GROUP/Webinar- "Family Dynamics Under Stress: How Behavioral Patterns Shape Planning Conversations"
Live Webinar Date: Wednesday, July 15, 2026
Time: 3:00pm - 4:00pm
Topic: Family Dynamics Under Stress: How Behavioral Patterns Shape Planning Conversations
Speaker: Arden O'Connor
Details: Estate planning decisions are shaped as much by family relationships as by legal and financial structures. Advisors often work with families during periods of transition, when emotions, shifting roles, and prior experiences can influence perspective and behavior. In these moments, unspoken expectations, differing priorities, and longstanding relational patterns often shape how families approach planning and decision-making.
Participants will gain practical strategies to manage complex interactions, maintain professional clarity, and guide families toward thoughtful, durable planning outcomes while preserving advisor neutrality and effectiveness.
This session will be led by Arden O’Connor, a nationally recognized expert on the intersection of behavioral health and wealth management, and Diana Clark, JD, MA, President of Intent Clinical and a nationally recognized expert in family systems, behavioral health, and family dynamics. Together, they bring decades of experience advising families, family offices, and wealth advisors on navigating complex family dynamics, strengthening communication, and supporting sustainable, long-term outcomes.
Arden O’Connor founded Intent Clinical, formerly O’Connor Professional Group, to deliver expert guidance and concierge-level support to families and individuals navigating the complexities of behavioral health. Inspired by her own family’s experience, she established a premier service designed to help clients access care and navigate the often-fragmented treatment system with trusted expertise.
Under Arden’s leadership, Intent Clinical has become a trusted authority in concierge behavioral health, delivering tailored, evidence-based solutions for individuals and families navigating substance use disorders, mental health conditions, eating disorders, aging-related challenges, neurocognitive disorders, and developmental complexities.
A graduate of Harvard College and Harvard Business School, Arden is a nationally recognized thought leader and speaker at the intersection of behavioral health and wealth management. She advises private wealth advisors, law firms, and family offices on best practices for supporting affluent families navigating mental health challenges, addiction, aging care, infertility, and complex family dynamics, ensuring they receive the comprehensive care and councils, including the Financial and Estate Planning Council of Metropolitan Detroit, the Bergen County Estate Planning Council, and numerous other institutions.
He has published articles in many publications, including the American Bar Association E-Report, the National Association of Estate Planning Council’s Journal of Estate and Tax Planning, Steve Leimberg’s Estate Planning Newsletter, Wealthmanagement.com, and Trusts & Estates Magazine.
Register Here: https://naepc.tradewing.com/events/kc6BawmhXpLgjWgm8
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