Based in Tucson, AZ, Jake Kagele serves as the managing director of NOVA Financial Services, a firm that he established in 2009. In addition to overseeing the daily operation of the company, Jake Kagele is a member of the Investment and Wealth Institute, an organization that advocates for the interest of investment consulting and wealth management professionals.

The Investment and Wealth Institute recently announced that its Retirement Management Forum has switched to an online format. The event, which is scheduled to take place on December 7 and 8, focuses on how financial advisers can offer holistic retirement planning strategies. During the forum, attendees will learn how to address the concerns of an aging population.

In addition, the event will center around retirement preparedness and policy issues, among other topics. There will be several featured speakers, including Jim Sandidge and Sarah Newcomb. Furthermore, the event will host questions and answers, designated networking opportunities, and a Women in Wealth program.