Continuing Education Program

In an effort to promote excellence in the financial profession, to foster relationships in the Austin professional community, and to further our own education, Lucien, Stirling & Gray Advisory Group, Inc. sponsors a series of continuing professional education classes for our associates and for members of the CPA community.

All classes provide continuing education hours which are certified with The Texas State Board of Accountancy and the Texas Department of Insurance, and are designed to comply with the National Association of Securities Dealers. Classes are held in our Austin offices, located at 4005 Guadalupe. The cost per class is $20.00. Contact us to make a reservation.

Past Events

• “What Financial Professionals Need to Know about Business Valuation”
• “Asset Protection: The Legal Tango”
• “Planning for Life:What CPAs Need to Know About Estate Planning for Their Clients”
• “ERISA Plan Selection & Design Considerations”
• “Estate and Tax Consequences of 529 College Savings Plans”
• “Understanding the Duties of Executors and Trustees”
• “The Economic Growth & Tax Relief Reconciliation Act of 2001”
• “Using Investment Policy Statements”
• “Investment Portfolio Management Strategies”