Brad Breeding, CFP® – President and Co-Founder of MyLifeSite

Brad Breeding, CFP®, President and Co-Founder of MyLifeSite, is a nationally recognized expert speaker on retirement planning and the senior living industry.
 

Passion/Expertise

Brad’s extensive knowledge of the senior living industry, combined with his financial planning background, allows him to provide valuable insights to those who are considering a retirement community, as well as to professionals who consult others in the decision process, including financial advisors, accountants, retirement living sales counselors, and others.

Position/Experience

Brad and his colleagues at My LifeSite have carefully reviewed close to 1,000 disclosure statements and sample residency contracts for retirement communities across the United States. Before launching MyLifeSite, an online senior living research and forecasting tool, Brad spent 14 years as a personal financial advisor, focusing on sound planning for retirees.

Presentations and Publications by Brad Breeding
 

Brad speaks regularly at retirement communities, lifelong learning programs, and industry trade organizations across the country. As the go-to expert in his field, Brad is interviewed often by the national media for TV and radio programs, podcasts, and publications including Kiplinger’s Magazine, The Wall Street Journal’s MarketWatch, USA Today, and The New York Times.

A prolific writer, he is also a regular contributor to the AICPA for The Tax Adviser magazine, Journal of Accountancy, and AICPA Insights blog. Additionally, Brad’s popular MyLifeSite weekly blog posts cover a bevy of topics that are pertinent to both seniors and professionals within the retirement industry.

Education/Certifications

Brad holds a Bachelor of Science Degree in Business Management from North Carolina State University and is a Certified Financial Planner™.


Have Brad Breeding speak at your event!

Brad Breeding is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management. Brad is available to speak at your retirement meeting, conference or event.

Inquire here about having Brad Breeding speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Webinar courses available from Brad Breeding:

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding

Retirement professionals are uniquely positioned to prompt important discussions with senior clients about future lifestyle, housing, and healthcare needs.

But with so many types of senior housing choices and considerations, how can you best guide your clients through the important decisions?

Key takeaways from Brad Breeding’s presentation:

  1. Aging in place may not always be the most practical choice, even if perceived to be less costly. [Read more …]
  2. You can be a catalyst for prompting important senior living conversations while also enhancing your practice. [Read more …]
  3. Retirement communities are not all created equally; know what distinguishes one from another. [Read more …

For more on this subject by Brad Breeding you may take this course for 1 CE credit here.
Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2017 presentation.

Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, Speakers for Consumer Events, Speakers for Retirement Professional Development

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