Brad Breeding, CFP®, Intersection of Senior Living and Retirement Planning Speaker

Brad Breeding CFP, senior living and retirement planning speaker

Meet Brad Breeding, CFP®, Intersection of Senior Living and Retirement Planning Speaker

Experience, Recognition, Background

Brad Breeding, CFP, speaks on the intersection of senior living and retirement planning. 

Brad and his colleagues 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.

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).

Brad Breeding, CFP®'s Intersection of Senior Living and Retirement Planning Expertise

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Brad’s extensive knowledge of the intersection of senior living and retirement planning 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.

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.

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Gained a better understanding of how CCRC communities can work and also the various levels of services by type of care community, as well as the pros/cons of staying in the home.

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We have contributed to the content of over 100 annual conferences and have relationships with today’s leading retirement speakers. We will recommend speakers and topics for you based on your current and prior events.  

We can help you book just one speaker for an annual conference, chapter meeting, client event or employee education meeting, or custom design a multiple webinar content-marketing series.

Delivery options include in-person meetings, live webinar and pre-recorded formats.

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