Simplify Your RetirementBaby Boomer Retirement Course

New Bern, NC

Simplify Your Retirement provides comprehensive personal finance information for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and other considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.
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Course Location & Schedule

New workshops are being setup, please check back soon.


Tuition $59
(includes all course materials and fees)
**$10 discount if registered on or before 3
days prior to beginning of class**

  • Couples may attend for a single tuition cost
  • Fill out form
  • Select dates on form
  • Click the “Reserve Your Spot” button to register
  • Follow the PayPal instructions
Questions? Call your course instructor at (252) 635-1347.
Register Now!

About Your Workshop Instructor

Trace Yarbrough New Bern, NC

Trace Yarbrough

Clyde “Trace” Yarbrough III, the President and CEO of Yarbrough Financial, Inc., has a passion for helping others. Retirement planning is a fulfillment of that passion. By working diligently and methodically with his clients, he is able to develop strategies to help them gain confidence, knowing their financial future is sustainable. He believes that goals are the most important requirement in a retiree’s financial portfolio and he works daily to find strategies that will fulfill these goals

About Simplify Your Retirement

Simplify Your Retirement is an independent financial education company. The goal of the Simplify Your Retirement course is to take the complexity out of retirement planning and to provide retirees with confidence when it comes to retirement income. Our goal is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Licensed Insurance Professional.