ChappelWood Financial unveils fall 2026 education series across Oklahoma

ChappelWood Financial Services is rolling out a Fall 2026 financial education series through ChappelWood University, with classes on retirement income, taxes, estate planning and business exits across the Oklahoma City metro from August through November. The public courses are aimed at pre-retirees, retirees and business owners, with prices ranging from free to $37.

Why it matters: - The series targets the financial decisions that can shape retirement income, tax bills, estate outcomes and post-sale life for Oklahoma residents in the second half of life. - The classes are designed for pre-retirees, retirees and business owners who want practical guidance without a sales pitch. - More information is available at the event page.

What happened: - ChappelWood Financial Services announced its Fall 2026 course lineup through its educational arm, ChappelWood University. - Courses will run from August through November 2026 across the Oklahoma City metro. - The lineup includes four topics: Surviving Retirement, Disinheriting Uncle Sam, Wills, Trusts, & Your Money, and You Sold Your Business! Now What? - Damon King, CFP®, said ChappelWood University was founded in 2016 to provide true educational classes, not sales pitches.

The details: - Surviving Retirement focuses on turning savings into reliable retirement income so people do not run out of money. - That class is scheduled for August 6 at 11 a.m. at Mustang Senior Center; August 6 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland Campus; August 13 at 10:15 a.m. at Moore Senior Center; August 25 at 3 p.m. at Canadian Valley Technology Center’s El Reno Campus; and October 8 at 3 p.m. at the same El Reno campus. - Disinheriting Uncle Sam is set for September 3 at 6:30 p.m. at Francis Tuttle’s Portland Campus. - Wills, Trusts, & Your Money is scheduled for October 8 at 6:30 p.m. at Francis Tuttle’s Portland Campus. - You Sold Your Business! Now What? is scheduled for November 12 at 6:30 p.m. at Francis Tuttle’s Portland Campus. - Classes at Francis Tuttle Technology Center cost $20 per person and can be booked at FrancisTuttle.edu or by calling 405-717-7799. - Classes at Canadian Valley Technology Center cost $37 per person and can be booked at CVTech.edu or by calling 405-262-2629. - Classes at Mustang and Moore Senior Centers are free, and registration is available by calling 405-348-0909.

Between the lines: - The schedule shows ChappelWood is using education events as a lead-in to conversations about retirement income, taxes and legacy planning. - The mix of senior centers and technology centers suggests the firm is aiming at both retirees and people still in planning mode. - The topics mirror common pain points in retirement planning: income longevity, tax exposure, probate avoidance and business succession.

What's next: - The fall classes will continue through November, with the final session focused on life after selling a business. - ChappelWood says groups can also book courses for business or workplace settings 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 at ChappelWood.com or by email at Meg@ChappelWood.com.

The bottom line: - ChappelWood Financial is turning its fall calendar into a public education campaign for Oklahomans who want clearer answers on retirement, taxes and estate planning.