Biz/Wealth: Financial Strategy and Long-Term Planning

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Program Type:

Business & Nonprofits

Age Group:

Adults

Program Description

Event Details

 

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.