ChappelWood Financial schedules fall 2026 financial education classes across Oklahoma City area

ChappelWood Financial Services is rolling out a Fall 2026 education series through ChappelWood University with classes on retirement income, taxes, estate planning and business sales. The public sessions run from August through November at sites across the Oklahoma City metro and are aimed at pre-retirees, retirees and business owners.

Why it matters: - The course series is built around decisions that can shape retirement income, tax bills, estate transfers and post-sale wealth. - The classes are open to the public and target Oklahomans in the second half of life, including pre-retirees, retirees and business owners. - Tuition varies by location, and some sessions are free, making the series accessible to a wide audience.

What happened: - Edmond-based ChappelWood Financial Services announced its Fall 2026 financial education lineup through its educational arm, ChappelWood University. - Classes will run from August through November 2026 across the Oklahoma City metro. - The schedule includes five sessions of "Surviving Retirement," one session of "Disinheriting Uncle Sam," one session of "Wills, Trusts, & Your Money," and one session of "You Sold Your Business! Now What?" - More information is available at the events page.

The details: - "Surviving Retirement" covers how to turn savings into reliable retirement income and avoid running out of money. - 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’s El Reno campus. - "Disinheriting Uncle Sam" focuses on legal strategies to reduce taxes in retirement and the taxes heirs may owe after death. - That session is scheduled for Sept. 3 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - "Wills, Trusts, & Your Money" is set 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. - Enrollment for Francis Tuttle courses is available at FrancisTuttle.edu or by calling 405-717-7799, with tuition set at $20 per person. - Enrollment for Canadian Valley Technology Center courses is available at CVTech.edu or by calling 405-262-2629, with tuition set at $37 per person. - Mustang and Moore Senior Center classes can be booked by calling 405-348-0909, and attendance at those locations is free. - ChappelWood University was founded in 2016 as the financial education initiative of ChappelWood Financial Services. - The program says it provides instruction on retirement income planning, tax reduction strategies, Social Security and Medicare basics, estate planning and business exit strategies. - ChappelWood Financial Services says courses can also be booked for business or workplace groups by calling 405-348-0909 or emailing Damon@ChappelWood.com.

Between the lines: - The lineup reinforces a broader trend toward plain-language financial education for people approaching or living in retirement. - The mix of topics suggests demand is strongest around income reliability, tax efficiency and transferring wealth cleanly. - Damon King, CFP®, said the classes are meant to be educational rather than sales pitches, and that attendees should leave with strategies they can use immediately.

What’s next: - Residents can register for the fall sessions now through the venue-specific contact methods listed above. - ChappelWood Financial Services also points interested readers to its Form ADV and company website for additional firm information. - Future course bookings for workplaces or businesses are available through the contact information provided by ChappelWood Financial Services.

The bottom line: - ChappelWood Financial is using its university-style education platform to turn complex retirement and estate questions into short, local classes across the Oklahoma City metro.