NAEPC Webinar - Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
2026-07-15 22:00 - 23:00 UTC | Webinar
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 support they deserve. She also co-hosts the Conversations with Intent Podcast, offering insights on mental health, family dynamics, and guidance for life’s most complex challenges.

Diana Clark, JD, MA, is a renowned family recovery advocate and the President of Intent Clinical, bringing over 20 years of expertise in complex family systems, substance use disorders, and mental health disorders. She has helped thousands of families in crisis, guiding them toward healthier dynamics and sustainable recovery.

A sought-after keynote speaker, Diana delivers impactful presentations on family resilience, effective communication, and long-term well-being, equipping audiences with tools to foster healing.

At Intent Clinical, she leads a team of behavioral health professionals providing concierge-level care to high-net-worth individuals and families. Under her leadership, the organization delivers customized, evidence-based solutions that address the unique complexities of behavioral health. Diana holds a master’s degree in psychology from Antioch New England Graduate School and is the author of Addiction Recovery: A Family’s Journey. She also serves as the cohost of the Conversations with Intent Podcast.

This webinar will be hosted within Tradewing, NAEPCs online community. When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account. Once complete, you can RSVP as “Going.”

[](https://naepc.tradewing.com/events/6W8H7wepWv9A2pPzH)
