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Continuing Education: Getting to Know H.E.N.R.Y.: Planning Considerations for Affluent Millennials (1 CFP® CE Credit)
H.E.N.R.Y. (high income earner who is not rich yet) is an acronym commonly used to identify an affluent millennial client, one who may not possess a great amount of wealth now but has the potential to become a significant client in the future. In this session, we will discuss who H.E.N.R.Y. is, what matters most, along with common challenges and opportunities in working with this type of client.

Oct 1, 2020 02:00 PM in Eastern Time (US and Canada)

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Brett Tharp, CFP®
Financial Planning Education Consultant @eMoney