Biz/Wealth: Financial Strategy and Long-Term Planning
Biz/Wealth: Financial Strategy and Long-Term Planning
This is the final class in the series with summaries of financial strategy and business sustainability. This summary will include strategies that benefit all businesses, including developing a financial strategy with goals, retirement and succession planning, long-term performance evaluation, building a financial cushion for tough times, and exit strategies. Registration is required. Register online, contact events@prescott.org or call 928-445-2000 ext. 117 to sign up. Gerry Tarling is a Certified Financial Coach through CUNA with over 15 years of experience in the financial services industry. A proud Arizona native and Quad-Cities resident since 2009, Gerry specializes in helping individuals and business owners make confident, informed financial decisions. As the Senior Business Development Officer for Desert Financial Credit Union, he brings a strong background in banking leadership and a passion for community impact. Gerry offers tailored support, education, and solutions to help local businesses grow and thrive in today's financial landscape.The Biz/Wealth Academy Series series is sponsored by and held in partnership with Prescott Chamber of Commerce and Desert Financial Credit Union.