ChappelWood Financial rolls out fall 2026 money education series

ChappelWood Financial Services says its ChappelWood University will offer fall 2026 classes across the Oklahoma City metro on retirement income, taxes, estate planning and business exits. The public courses run from August through November and are aimed at pre-retirees, retirees and business owners.

Why it matters: - ChappelWood Financial Services is targeting common planning gaps that can affect retirement income, taxes and estate protection. - The public classes are designed for people in the second half of life, including pre-retirees, retirees and business owners. - The series is meant to give attendees practical strategies they can use immediately, not product pitches.

What happened: - ChappelWood Financial Services announced its Fall 2026 financial education lineup through ChappelWood University. - The courses will run from August through November 2026 across the Oklahoma City metro. - Class topics include retirement income, tax reduction, wills and trusts, and life after selling a business.

The details: - “Surviving Retirement” will focus on turning savings into reliable retirement income. - That class is scheduled for Aug. 6 at 11 a.m. at Mustang Senior Center; Aug. 6 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus; Aug. 13 at 10:15 a.m. at Moore Senior Center; Aug. 25 at 3 p.m. at Canadian Valley Technology Center’s El Reno campus; and Oct. 8 at 3 p.m. at Canadian Valley Technology Center’s El Reno campus. - “Disinheriting Uncle Sam” will cover legal strategies to reduce taxes in retirement and taxes heirs may face after death. - That class is set for Sept. 3 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - “Wills, Trusts, & Your Money” will address protecting assets, avoiding probate and carrying out estate wishes. - That class is scheduled for Oct. 8 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - “You Sold Your Business! Now What?” will offer a roadmap for business owners after a sale. - That class is scheduled for Nov. 12 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - More information is available at the company’s events page. - Damon King, CFP®, said many people were never taught how money works in retirement and end up paying for that gap in taxes, missed opportunities and stress. - King said ChappelWood University was founded in 2016 to provide true educational classes rather than sales pitches. - Classes at Francis Tuttle Technology Center can be booked by visiting FrancisTuttle.edu or calling 405-717-7799, with tuition set at $20 per person. - Classes at Canadian Valley Technology Center can be booked through CVTech.edu or by calling 405-262-2629, with tuition set at $37 per person. - Classes at Mustang and Moore Senior Centers can be booked by calling 405-348-0909, and attendance is free.

Between the lines: - The lineup shows ChappelWood leaning into financial education as a lead-generation and community-outreach tool, while framing the sessions as unbiased instruction. - The course mix suggests demand for guidance on retirement income, tax planning and estate transfer remains high among Oklahoma households. - The use of multiple venues and price points, including free senior-center sessions, broadens access beyond existing clients.

What's next: - ChappelWood Financial Services says the public can continue enrolling for the fall sessions as dates approach. - The firm also says ChappelWood University can book courses for businesses or workplaces by calling 405-348-0909 or emailing Damon@ChappelWood.com. - ChappelWood Financial Services says additional firm information is available in its Form ADV on ChappelWood.com or by emailing Meg@ChappelWood.com.

The bottom line: - ChappelWood is using its fall education series to meet local demand for retirement and estate planning guidance while keeping the sessions open, low-cost and easy to access.