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.
Brad’s financial planning background and extensive knowledge of the senior living industry 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.
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 by Brad Breeding, CFP®
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding
Retirement Resource Center online CE courses available from Brad Breeding CFP®:
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?
For more on this subject by Brad Breeding you may take this course for 1 CE credit here.
Or, visit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2017 presentation.
More about Brad Breeding
Brad holds a Bachelor of Science Degree in Business Management from North Carolina State University and is a Certified Financial Planner™.
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.
- Brad is the author of “What’s the Deal with Retirement Communities?”, a book on issues related to senior living (available here on Amazon).
How can you hire Brad to 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.
Key Retirement Takeaways from recent presentations by Brad Breeding:
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #3 for Advisors
Takeaway #3: How to evaluate senior living opportunities Some of the things to consider before making a decision where to live in retirement: What concerns you about your future? What’s most important to you? Have you shared these concerns with your children? At this point in your life, what does peace of mind mean to […]
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #2 for Advisors
Takeaway #2: It is important to think about the continuum of care when planning for aging in retirement. There is a difference between the cost of care and access to care, and both need to be planned for. If we think about the cost of care, we know what care costs. Whether it’s assisted living, […]
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #1 for Advisors
Takeaway #1: Should I age in place or move to a retirement community? When we talk about the different choices your older Americans have, there are really two overarching choices. The first is certainly to stay in their own home. Most people want to stay in their own home. You’ve probably seen the statistics that […]
Planning for Elder Care – Brad Breeding – Takeaway #3 for Consumers
Takeaway #3: How to evaluate senior living opportunities Some of the things to consider before making a decision where to live in retirement: What concerns you about your future? What’s most important to you? Have you shared these concerns with your children? At this point in your life, what does peace of mind mean to […]
Planning for Elder Care – Brad Breeding – Takeaway #2 for Consumers
Planning for Elder Care by Brad Breeding – Takeaway #2: It is important to think about the continuum of care when planning for aging in retirement. If we think about the cost of care, we know what care costs. Whether it’s assisted living, nursing care, in home care; we know those costs can be exorbitant […]
Planning for Elder Care – Brad Breeding – Takeaway #1 for Consumers
Planning for Elder Care by Brad Breeding – Takeaway #1: Should I age in place or move to a retirement community? Most people want to stay in their own home. You’ve probably seen the statistics that 80 to 90 percent of people say they want to remain in their own home, and there are some […]