ChappelWood Financial rolls out fall financial education series across Oklahoma

ChappelWood Financial Services is launching a Fall 2026 education series through ChappelWood University with classes in the Oklahoma City metro from August to November. The lineup covers retirement income, taxes, estate planning and business sales, with low-cost and free options for pre-retirees, retirees and business owners.

Why it matters: - The series gives Oklahoma residents access to practical financial education before retirement and after major life events like selling a business. - The courses focus on decisions that can affect income, taxes, heirs and estate transfer. - The public classes are aimed at pre-retirees, retirees and business owners at every stage of planning.

What happened: - ChappelWood Financial Services announced its Fall 2026 financial education lineup through ChappelWood University. - Classes will run from August through November 2026 across the Oklahoma City metro. - The schedule includes sessions in Mustang, Moore, El Reno and Oklahoma City-area campuses. - The series covers retirement income, tax reduction, wills and trusts, and post-sale planning for business owners. - More information is available at the event schedule.

The details: - “Surviving Retirement” will be offered on Aug. 6 at 11 a.m. at Mustang Senior Center and at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - “Surviving Retirement” will also be held on Aug. 13 at 10:15 a.m. at Moore Senior Center. - The retirement class continues on Aug. 25 at 3 p.m. at Canadian Valley Technology Center’s El Reno campus. - Another “Surviving Retirement” session is scheduled for Oct. 8 at 3 p.m. at Canadian Valley Technology Center’s El Reno campus. - “Disinheriting Uncle Sam” is set for Sept. 3 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - “Wills, Trusts, & Your Money” is scheduled for Oct. 8 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - “You Sold Your Business! Now What?” is scheduled for Nov. 12 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - Tuition is $20 per person for Francis Tuttle courses. - Tuition is $37 per person for Canadian Valley Technology Center courses. - Classes at Mustang and Moore Senior Centers are free. - Enrollment information is available through FrancisTuttle.edu or by calling 405-717-7799 for Francis Tuttle classes. - Enrollment information is available through CVTech.edu or by calling 405-262-2629 for Canadian Valley classes. - Enrollment for Mustang and Moore Senior Center classes is available by calling 405-348-0909.

Between the lines: - Damon King, CFP®, said many people reach retirement without being taught how money works, which can lead to taxes, missed opportunities and stress. - King said ChappelWood University was founded in 2016 to offer educational classes rather than sales pitches. - The classes are designed to give attendees strategies they can use immediately. - ChappelWood University positions the program as a source of unbiased instruction on retirement income planning, tax reduction, Social Security, Medicare, estate planning and business exit strategies. - The firm’s broader positioning suggests the education series is also a lead-in to deeper client relationships, even though the classes are presented as educational only.

What's next: - The first Fall 2026 sessions begin Aug. 6. - ChappelWood also says courses can be booked for businesses or workplaces by contacting 405-348-0909 or Damon@ChappelWood.com. - Additional firm information is available in ChappelWood Financial Services’ Form ADV at ChappelWood.com or by emailing Meg@ChappelWood.com.

The bottom line: - ChappelWood is using its fall class series to turn retirement and estate planning into a public, low-cost education offering for Oklahoma residents.