203 Smart Financial Decisions in Retirement
Finance & Business | Available (Membership Required)
In this four-session class we will discuss a different topic each week:
Week 1: Estate Planning
Week 2: Secure Investments
Week 3: Long-Term Care
Week 4: Grandparent Gifting
Richard Hofmann-Warner Jennifer Robbins
Richard Hofmann-Warner is a financial professional with New York Life based in Knoxville, TN, helping individuals, families, and business owners make confident financial decisions and plan for long-term security. A U.S. Marine Corps veteran and former infantry officer, Richard brings discipline, leadership, and strategic thinking to his client-focused approach. He holds a dual MBA and Master of Arts in Security Policy Studies from George Washington University and applies a thoughtful, personalized process to retirement planning, wealth growth, and risk management. Outside of work, Richard is active in the local veteran community and supports several veterans’ organizations throughout East Tennessee.
Jennifer Robbins started her own financial practice with New York Life in 2023. She has been an accomplished leader in the industry since 2007. Her goal is to help clients reach their financial goals with strategies tailored to each individual and/or business owner. Proving to be a trusted partner to our clients means delivering exceptional customer service, creative problem-solving, and attention to detail, with an uncompromising work ethic and a positive attitude.