ChappelWood Financial schedules fall 2026 education series across Oklahoma City metro

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 succession in Oklahoma City-area venues from August through November. The public sessions are aimed at pre-retirees, retirees and business owners, with pricing varying by location and some no-cost options.

Why it matters: - The series gives Oklahomans classroom-style guidance on financial decisions that often become more urgent in retirement and after a business sale. - ChappelWood is positioning the program as education first, not a sales pitch, which may appeal to people seeking practical planning help. - Topics cover income, taxes, estate transfer and business exit planning, four areas that can shape long-term financial security.

What happened: - ChappelWood Financial Services announced its Fall 2026 lineup of financial education courses through ChappelWood University. - Classes will run from August through November 2026. - Sessions will be held across the Oklahoma City metro, including Mustang, Moore, El Reno and Oklahoma City-area campuses. - The public classes are designed for pre-retirees, retirees and business owners.

The details: - "Surviving Retirement" will focus on turning savings into reliable retirement income. - "Disinheriting Uncle Sam" will cover legal strategies to reduce taxes in retirement and for heirs after death. - "Wills, Trusts, & Your Money" will address protecting assets, avoiding probate and making sure wishes are carried out. - "You Sold Your Business! Now What?" will focus on life and wealth after a business sale. - "Surviving Retirement" 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" 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. - More information is available at the event page. - Enrollment for Francis Tuttle courses is available at FrancisTuttle.edu or by calling 405-717-7799. - Tuition for Francis Tuttle courses is $20 per person. - Enrollment for Canadian Valley Technology Center courses is available at CVTech.edu or by calling 405-262-2629. - Tuition for Canadian Valley Technology Center courses is $37 per person. - Enrollment for Mustang and Moore Senior Center courses is available by calling 405-348-0909. - Attendance at Mustang and Moore Senior Center classes is free.

Between the lines: - Damon King, CFP® and lead instructor for ChappelWood University, 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, founded in 2016, was created to offer true educational classes rather than product or service sales pitches. - The class list suggests ChappelWood is leaning into high-demand planning topics that tend to matter most in the second half of life. - The focus on multiple locations and price points broadens access for residents across the metro.

What's next: - Interested attendees can enroll through the listed websites or phone numbers. - ChappelWood also says the courses can be booked for businesses or workplaces by contacting ChappelWood Financial Services at 405-348-0909 or Damon@ChappelWood.com. - ChappelWood University says its instruction covers retirement income planning, tax reduction strategies, Social Security and Medicare basics, estate planning and business exit strategies.

The bottom line: - ChappelWood Financial Services is using its fall class schedule to market a practical, local education series for Oklahomans who want help navigating retirement, taxes and legacy planning.