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
CU Economic & Investment Summit
5/21-5/23, Soaring Eagle Casino Resort, Mt. Pleasant, MI
CU Finance Council Conference
5/18-5/21, JW Marriott at Desert Ridge Resort, Phoenix, AZ
ME CU League - Elevate 2025
5/15-5/16, Holiday Inn by the Bay, Portland, ME
Cornerstone CU League IMPACT Conference
5/14-5/16, Kalahari Resort & Convention Center, Round Rock, Texas
Tru Treasury Forum
Webinar, 5/23 at 2pm ET
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.