Speaking Engagements

Brad Breeding, CFP®, President of LifeSite Logics, is available for speaking engagements. His extensive knowledge of the retirement living industry, combined with his financial planning background, allows him to provide valuable insights about lifestyle, healthcare, and financial planning considerations related to this significant life decision. He is an engaging presenter; providing valuable information in a simple, concise, and entertaining fashion.

Brad is often quoted in national media outlets such as Kiplinger’s Magazine, Wall Street Journal’s MarketWatch, USA Today and the New York Times. He is the author of a book released in 2014 titled, “What’s the Deal with Retirement Communities?” and speaks regularly at retirement communities, life-long learning classes, industry trade organizations such as the AICPA and the FPA, and other groups across the country.

I was thrilled with the presentation by Brad Breeding entitled “Let Run the Numbers”. Brad was truly an engaging presenter and was extremely knowledgeable and credible. Brad provided the audience with the information they came to hear. The best part of the event was that it left the prospects wanting to learn more about our community. As a result we were able to yield many more prospect appointments than in previous events. I would highly recommend to any community that want to reach “ready people” to take advantage of Life Site Logic’s “Let's Run the Numbers” with Brad Breeding.”

Timber Ridge at Talus was fortunate enough to book Brad Breeding of Life Site Logics to present at a recent community marketing event. Brad’s program; “Crunching the Numbers” adds a complementary layer of brand-neutral information in compendium form, thoroughly reviewing today’s retirement living options. Brads neutral, but informational approach to “what’s out there” is a nice complement to our selling efforts. We would definitely consider booking Brad for future community marketing events.”

Brad spoke at our recent FPA event in Maryland. His presentation and materials are excellent, and it is very clear that Brad knows the CCRC industry and myriad decisions that need to be made when considering this difficult transition. Brad is a valuable resource for any financial planner who assists clients with considering a move to a CCRC.”

My wife and I had the pleasure of attending a presentation by Brad Breeding that was hosted by a local retirement community. We are senior citizens who are considering "downsizing". Mr. Breeding's presentation was the best of many we have heard. He was very warm and gracious as he introduced himself and the topic. The presentation itself was very informative and organized and never boring. All concerns were addressed. Mr. Breeding was very careful to present all facets of the topic, both pro and con. He was careful not to "sell" any particular venue. We left the presentation with a far greater understanding of all the issues.

From the onset, I was impressed with Brad’s grasp on the nuances of the choices of lifestyle options in the senior living community. He is able to simplify the differing benefits and weaknesses of each type of arrangement so that it can be easily shared with others.”

Just a moment to thank you for your presentation yesterday. I thought you did a fantastic job...I very much like the way your presentation was interactive through the questions you asked. You didn’t spew features and benefits. I could see the audience highly engaged and there was lots of note-taking.”

Brad was a regular guest speaker when I led the Duke OLLI class on continuing care retirement communities. His graphics were well done, and he established a rapport with the class very quickly.

Presentation Topics Include:

• Choosing a Retirement Community: Make Your First Choice the Right Choice
• Making Sense of the Retirement Living Landscape

To inquire about speaking engagements, please contact us at info@lifesitelogics.com.