ChappelWood Financial announces fall 2026 education series

ChappelWood Financial Services is rolling out a fall 2026 financial education series across the Oklahoma City metro, with classes on retirement income, taxes, estate planning and life after selling a business. The public courses run from August through November and are priced from free to $37.

Why it matters: - The series targets pre-retirees, retirees and business owners who need practical guidance on retirement income, taxes, estate planning and business exit planning. - The courses are designed to help attendees make clearer financial decisions in the second half of life.

What happened: - ChappelWood Financial Services announced its Fall 2026 course lineup through ChappelWood University, its educational arm. - Classes will run from August through November 2026 across the Oklahoma City metro. - The public lineup includes four course themes: Surviving Retirement, Disinheriting Uncle Sam, Wills, Trusts, & Your Money and You Sold Your Business! Now What? - More information is available at the events page.

The details: - Surviving Retirement is scheduled for five sessions: Aug. 6 at 11 a.m. at Mustang Senior Center; Aug. 6 at 6:30 p.m. at Francis Tuttle Technology Center, Portland Campus; Aug. 13 at 10:15 a.m. at Moore Senior Center; Aug. 25 at 3 p.m. at Canadian Valley Technology Center, El Reno Campus; and Oct. 8 at 3 p.m. at Canadian Valley Technology Center, El Reno Campus. - Disinheriting Uncle Sam is set for Sept. 3 at 6:30 p.m. at Francis Tuttle Technology Center, Portland Campus. - Wills, Trusts, & Your Money is scheduled for Oct. 8 at 6:30 p.m. at Francis Tuttle Technology Center, Portland Campus. - You Sold Your Business! Now What? is scheduled for Nov. 12 at 6:30 p.m. at Francis Tuttle Technology Center, Portland Campus. - Damon King, CFP®, is the lead instructor for ChappelWood University and said the classes are meant to be true educational sessions rather than sales pitches. - King said many people were never taught how money works in retirement and end up paying for that gap in taxes, missed opportunities and sleepless nights. - ChappelWood University says attendees leave with strategies they can act on immediately. - Classes are open to the public. - Tuition is $20 per person for courses at Francis Tuttle Technology Center. - Tuition is $37 per person for courses at Canadian Valley Technology Center. - Courses at Mustang and Moore Senior Centers are free. - Enrollment for Francis Tuttle classes is available at FrancisTuttle.edu or by calling 405-717-7799. - Enrollment for Canadian Valley classes is available at CVTech.edu or by calling 405-262-2629. - Enrollment for Mustang and Moore Senior Center classes is available by calling 405-348-0909.

Between the lines: - The lineup reflects demand for plain-English financial education in retirement planning and legacy issues, especially for people nearing retirement or transitioning out of business ownership. - ChappelWood is positioning the program as education first, which may help it stand apart from product-driven seminars. - The focus on taxes, probate avoidance and business exit strategies suggests the firm is aiming at higher-stakes decisions that can affect long-term family wealth.

What's next: - Additional attendees can enroll ahead of each session through the listed websites or phone numbers. - ChappelWood Financial Services also says its team can book courses for businesses or workplaces by calling 405-348-0909 or emailing Damon@ChappelWood.com. - The company says more information about its services and fees is available in its Form ADV at ChappelWood.com or by emailing Meg@ChappelWood.com. - ChappelWood Financial Services is based in Edmond, Oklahoma, and serves high-net-worth families, retirees and business owners. - ChappelWood University was founded in 2016 to provide instruction on retirement income planning, tax reduction strategies, Social Security and Medicare basics, estate planning and business exit strategies.