ChappelWood Financial schedules fall 2026 money classes across Oklahoma

Edmond wealth manager ChappelWood Financial Services is launching a fall 2026 education series through ChappelWood University with classes on retirement income, taxes, estate planning and selling a business. The public sessions run August through November across the Oklahoma City metro and are aimed at pre-retirees, retirees and business owners.

Why it matters: - The series targets financial decisions that can affect retirement income, taxes, probate, and business-sale outcomes. - ChappelWood Financial Services is positioning the classes as practical education for Oklahomans in the second half of life. - The events are open to the public and are designed for pre-retirees, retirees, and business owners at every stage of planning.

What happened: - ChappelWood Financial Services announced its Fall 2026 financial education lineup through ChappelWood University. - Courses will run from August through November 2026 at locations across the Oklahoma City metro. - The schedule includes five "Surviving Retirement" sessions in August and October. - "Disinheriting Uncle Sam" is set for Sept. 3 at Francis Tuttle Technology Center’s Portland campus. - "Wills, Trusts, & Your Money" is set for Oct. 8 at Francis Tuttle Technology Center’s Portland campus. - "You Sold Your Business! Now What?" is set for Nov. 12 at Francis Tuttle Technology Center’s Portland campus. - More information is available at the event page.

The details: - "Surviving Retirement" focuses on turning savings into reliable retirement income without running out of money. - The August and October retirement sessions are scheduled for Mustang Senior Center, Francis Tuttle Technology Center’s Portland campus, Moore Senior Center and Canadian Valley Technology Center’s El Reno campus. - "Disinheriting Uncle Sam" focuses on legal strategies to reduce taxes in retirement and taxes heirs may pay after death. - "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 business owners after a sale. - Tuition at Francis Tuttle Technology Center is $20 per person. - Tuition at Canadian Valley Technology Center is $37 per person. - Classes at Mustang and Moore Senior Centers are free. - Enrollment for Francis Tuttle classes is available through FrancisTuttle.edu or by calling 405-717-7799. - Enrollment for Canadian Valley classes is available through 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: - Damon King, CFP®, said many people were never taught how money works in retirement and later pay for that gap in taxes, missed opportunities and stress. - King said ChappelWood University was founded in 2016 to offer educational classes rather than sales pitches. - The class lineup centers on issues that often become more urgent as retirement approaches, including income planning, tax reduction, Social Security, Medicare basics, estate planning and business exit strategies.

What's next: - ChappelWood Financial Services says organizations can book a course for a business or workplace by contacting 405-348-0909 or Damon@ChappelWood.com. - Additional course dates and enrollment details are available through the links and phone numbers listed for each venue. - ChappelWood Financial Services says additional firm information and its Form ADV are available at ChappelWood.com or by emailing Meg@ChappelWood.com.

The bottom line: - ChappelWood Financial is using its fall course series to turn retirement and estate planning into a public education effort, with low-cost and free options across the metro.