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Local financial advisor earns Certified Estate and Trust Specialist® designation



Eric AbowdEric Abowd, partner and lead financial advisor at Abowd & Rose Financial Group, was recently awarded the Certified Estate and Trust Specialist® (CES) designation by The Institute of Business & Finance (IBF). The graduate level designation demonstrates the advisor’s advanced training and competency in estate planning.

CES designees are recognized as experts in helping their clients to prepare for dealing with the passing of a family member and the resulting transfer of property and wealth to the survivors.  To achieve the designation, advisors must complete a 60-hour self-study program, pass three exams and complete a case study based on a hypothetical client.  They must also sign a code of ethics and complete 15 hours of continuing education each year to maintain the designation.

“Estate planning is an essential aspect of comprehensive financial planning; however, it is one that is often ignored,” said Abowd. In a 2012 survey conducted by U.S. Trust, nine out of ten people surveyed said that it was important to them to not become a financial burden on their children or other relatives, yet only four in ten surveyed have a comprehensive estate plan (source: http://www.ustrust.com/ust/Pages/Insights-on-Wealth-and-Worth.aspx).

“We believe that continuing our education immediately benefits our clients,” said Abowd. “Part of our lifetime commitment to our clients is helping them prepare for the efficient transfer of their assets upon their death.  We also make ourselves available to their beneficiaries should they need financial planning advice after receiving an inheritance, so that the family’s financial strategy has continuity of vision and values and also minimize tax effects.”

About The Institute of Business & Finance

Founded in 1988, IBF is a non-profit provider of financial education and designations to members of the financial services industry. IBF is the fourth oldest provider of financial certification marks in the United States. In 1988, IBF launched its first certification program, CFS® (Certified Fund Specialist®). Today IBF offers four additional financial designation programs: CAS® (Certified Annuity Specialist®), CES™ (Certified Estate and Trust Specialist™), CIS™ (Certified Income Specialist™) and CTS™ (Certified Tax Specialist™).

About Abowd & Rose Financial Group

Abowd & Rose Financial Group is a partnership lead by Eric Abowd, CFS®, CAS®, CES and Steve Rose, CFS®, who are registered representatives of and offer securities products and investment advisory services through MML Investors Services, LLC. Founded on the premise that “life’s worth planning™,” Abowd & Rose Financial Group operates on an investment philosophy based on the belief that feeling good about your finances helps you feel good about life. Abowd & Rose Financial Group serves working professionals, small business owners, and people nearing or in retirement that need a consistent life planning strategy based on a diversified approach that allows for consistent returns as they build their wealth. Unlike the industry standard that focuses on ineffective and outdated product-focused strategies based on the 80’s and 90’s, the Abowd & Rose Financial Group planning model employs a refreshing yet conservative strategy that focuses on their clients’ ability to enjoy their money – and feel good about life – under all market conditions. Established in 2005 in Carson City, the company provides services in retirement, wealth, estate and insurance planning in Reno at the Bosma Center and in Carson City at 680 W. Nye Lane. For more information contact Jennifer Wells at (775) 885-8300 or visit www.abowdandrose.com.

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