The Capacity Question: Guiding Clients and Families Through Cognitive and Emotional ChangeWebinar DescriptionCognitive and emotional changes can arise at any stage of life, including stress, burnout, health events, trauma, and aging-related conditions. These changes may affect how clients process information, make decisions, communicate, and engage in planning, often influencing family dynamics and long-term outcomes. Advisors are uniquely positioned to recognize early signs of change while balancing respect for client autonomy with their professional responsibility. Participants will gain practical strategies to navigate sensitive situations with professionalism, preserve trust, and support clients and families through complex transitions. This session will be led by Arden O’Connor, a nationally recognized speaker on the intersection of behavioral health and wealth management, and Dr. Colleen Jackson, Director of Assessment at Intent Clinical and a licensed clinical psychologist and board-certified clinical neuropsychologist. Together, they bring deep expertise in behavioral health, cognitive assessment, and family dynamics, along with extensive experience supporting advisors and clients navigating complex cognitive and emotional changes.
Speakers Arden O'Connor, MBA
Founder, Intent Clinical
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.
 Colleen Jackson, PhD, MS
Director of Assessment, Intent Clinical
Dr. Colleen Jackson is Intent Clinical’s Director of Assessment and a licensed clinical psychologist and board-certified clinical neuropsychologist. She specializes in cognitive assessment, aging, traumatic brain injury, and psychological trauma. Dr. Jackson earned her bachelor’s degree from the University of Illinois at Urbana-Champaign and her doctoral degree in Clinical Psychology from the University of Connecticut. She completed her predoctoral internship in dementia clinical research and neuropsychology at Brown University and postdoctoral fellowships at the VA Boston Healthcare System. Previously, Dr. Jackson served as a staff neuropsychologist at VA Boston Healthcare System and as Chief of the Neuropsychology Clinic at Boston Medical Center, where she provided clinical care, training, and leadership. At Intent Clinical, she provides neuropsychological evaluations, consultation, and clinical oversight of assessment services. Her work focuses on helping clients, families, and advisors better understand cognitive and emotional changes to support informed decision-making and long-term well-being.
Educational Track and Level
Certificates of CompletionBEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy. BEPC is also a CE Sponsor through the CFP Board. BEPC applies for CE credit approval through the CFP Board for our educational events.
BEPC also applies for credit approval through the American Bankers Association to support CTFA designees.
BEPC issues certificates of completion for educational events. The certificates list the number of CPE credit hours or CE credits awarded for the event. The certificate will also state if the seminar was approved by the CFP Board or ABA for CE credit.
Schedule12:00 pm - 12:10 pm - Opening Remarks 12:10 pm - 1:00pm - Presentation and Q&A
Registration FeesMembers - $10
Non-Members - $20
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