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We host, lead and conduct regular workshops along the peninsula. Please inquire about attending any of our workshops through the various organizations below. 

CFP® in the Library

Date & Time: Every third Wednesday of each month at the San Bruno Library.

Hans supports the efforts of his local San Bruno Library to help and assist local families with their financial planning questions. Hans offers complimentary appointments to those with general questions or concerns related to personal financial planning topics. Please call the Library at 650-616-7078 or email  to schedule.

Additional information can be found at San Bruno Library calendar. 

San Bruno Community Recreation Center

Date & Time: Monthly, please see the catalog for specific dates and times.

As an instructor for the City of San Bruno Recreation Center. Hans offers several  monthly workshops to help individuals and families pursue a goal of greater financial education and preparation. We offer a financial foundations workshop Taking Control of your Finances. For those with children and higher education goals, Preparing the Way for your Child to go to College. A specially designed workshop for women, Smart Women, Smart Money.  Download class descriptions HERE .

Please visit the San Bruno Parks & Recreation registration page then just search for the class offering.

New Stage Investment Group®, San Bruno Library, San Bruno Community Recreation Center and LPL Financial are not affiliated.