By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning Counselor SM is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs. The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness. Includes Address 7 Phone Gif Melanie Braun Email 7. Exit planning is the preparation for the exit of an entrepreneur from his company to maximize the enterprise value of the company in a mergers and acquisitions transaction. Includes Address 9 Phone 6 Email 8. Advisors who hold this designation have advanced knowledge of mutual funds, having passed Gif Melanie Braun examination covering the following areas: dollar-cost averaging, risk management, asset allocation and modern portfolio theory. Close Window Schedule an appointment with Melanie K. The Life Underwriting Training Council Fellow certification coursework provides advisors with a better understanding of a variety of insurance products and Aikagi The Animation the protection planning needs of individuals. Also known as Melanie Renee Barr. Includes Address 7 Phone 2 Email 2.