Durham-Orange Estate Planning Council Meeting

Date: Tuesday, March 13, 2018
Time: 11:45am - 1:00pm
Location: Hope Valley Country Club -- Durham
Speaker: Brad C. Breeding, President & Co-Founder - My LifeSite, Raleigh, North Carolina

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BRAD C. BREEDING

President & Co-Founder - My LifeSite, Raleigh, North Carolina

Brad is the President and Co-Founder of myLifeSite, a company that develops web-based tools and resources designed to help families and their advisors make better-informed decisions when considering a Continuing Care Retirement Community (Life Plan Community).  

Brad previously spent thirteen years as a Financial Advisor before starting myLifeSite and still maintains Certified Financial Planner™ certification. 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’s has been quoted in national media such as Money magazine, Kiplinger’s Magazine, New York Times, Dow Jones’ MarketWatch, and USA Today. Brad is the author of a “What’s the Deal with Retirement Communities?” and he speaks regularly for retirement living providers, financial advisors, trade associations, and other groups across the country. 

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