ChappelWood Financial unveils 2026 fall financial education series

ChappelWood Financial Services is rolling out a Fall 2026 course series across the Oklahoma City metro, with classes on retirement income, taxes, estate planning and business exits from August through November. The public sessions are aimed at pre-retirees, retirees and business owners who want practical guidance on decisions that can shape income, taxes and legacy planning.

Why it matters: - The classes are designed to help Oklahomans make decisions that affect retirement income, tax exposure, probate risk and business-sale outcomes. - ChappelWood is targeting people in the second half of life, including pre-retirees, retirees and business owners. - The courses are open to the public and are meant to offer practical guidance before financial decisions become costly to change.

What happened: - ChappelWood Financial Services announced its Fall 2026 financial education lineup through ChappelWood University. - The series will run from August through November 2026 across the Oklahoma City metro. - Scheduled topics include Surviving Retirement, Disinheriting Uncle Sam, Wills, Trusts, & Your Money, and You Sold Your Business! Now What? - The first Surviving Retirement sessions are set for Aug. 6 at Mustang Senior Center at 11 a.m. and Francis Tuttle Technology Center’s Portland Campus at 6:30 p.m. - Additional Surviving Retirement classes are scheduled for Aug. 13 at Moore Senior Center at 10:15 a.m., Aug. 25 at Canadian Valley Technology Center’s El Reno Campus at 3 p.m., and Oct. 8 at Canadian Valley Technology Center’s El Reno Campus at 3 p.m. - Disinheriting Uncle Sam is scheduled 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.

The details: - Surviving Retirement focuses on turning savings into reliable retirement income so retirees do not run out of money. - Disinheriting Uncle Sam covers legal strategies to reduce taxes in retirement and the taxes heirs may face later. - Wills, Trusts, & Your Money covers asset protection, avoiding probate and making sure wishes are carried out. - You Sold Your Business! Now What? is framed as a roadmap for life and wealth after a business sale. - Tuition is $20 per person for Francis Tuttle Technology Center courses. - Tuition is $37 per person for Canadian Valley Technology Center courses. - The Mustang and Moore Senior Center sessions are free. - Enrollment for Francis Tuttle courses is available through FrancisTuttle.edu or by calling 405-717-7799. - Enrollment for Canadian Valley courses is available through CVTech.edu or by calling 405-262-2629. - Registration for the Mustang and Moore Senior Center sessions is available by calling 405-348-0909. - More information is available through the events page. - Damon King, CFP®, said ChappelWood University was founded in 2016 to offer true educational classes rather than sales pitches and that attendees leave with strategies they can use immediately. - ChappelWood University is the financial education initiative of ChappelWood Financial Services. - The program covers retirement income planning, tax reduction strategies, Social Security and Medicare basics, estate planning and business exit strategies.

Between the lines: - The announcement shows ChappelWood is using classroom-style education as a marketing and trust-building tool in a competitive wealth-management market. - The curriculum tracks common pain points for older adults, suggesting demand for help with complexity rather than product sales. - The mix of senior centers and technical colleges broadens access across age groups and locations.

What's next: - The first classes begin Aug. 6, with the schedule continuing through Nov. 12. - ChappelWood says businesses or workplaces can also book a course by contacting 405-348-0909 or Damon@ChappelWood.com. - ChappelWood Financial Services says additional firm information, including services and fees, is available in its Form ADV on ChappelWood.com or by request via Meg@ChappelWood.com.