Maximizing Your Impact Takes Expertise.
The Acumen Financial Advantage team of experts is ready to help you navigate complex strategies and uncover financial opportunities that are often overlooked. Let us help you unlock bespoke strategies that will maximize your mission. Schedule a brief consultation with our advisory team who will help assess and prioritize your goals.
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Where To Find Us
CUIS Golf Tournament
7/31, Falmouth Country Club, East Falmouth, MA
NW Classic Golf Tournament
7/31, Reserve Vineyards Golf Club, Aloha, OR
Synergent Connect Conference
8/11-8/12, Westin Portland Harbor, Portland, ME
CU Leadership Conference 2025
8/12-8/18, Caesars Palace, Las Vegas, NV
Vision 25 (KCUL)
8/13-8/15, The Galt House, Louisville, KY
Texas Total Reward Conference (TTRC)
8/17-8/19, Hilton Houston Post Oak, Houston, TX
LSCU VISION Conference
8/18-8/20, The Grand Hotel Golf Resort, Point Clear, AL
Explore Our Solutions
Learn how Acumen can help you thoughtfully implement a deferred compensation plan that strengthens your leadership, provides invaluable benefits, and ensures maintaining financial health and regulatory compliance.