ChappelWood Financial schedules fall 2026 education series across Oklahoma City metro

ChappelWood Financial Services has announced a Fall 2026 lineup of public financial education classes in the Oklahoma City area from August through November. The sessions will cover retirement income, taxes, estate planning, and life after selling a business, with both paid and free options at metro senior centers and technology campuses.

Why it matters: - The courses are aimed at pre-retirees, retirees, and business owners who want practical guidance on retirement income, tax reduction, estate planning, Social Security, Medicare, and business exit planning. - The series gives Oklahoma residents access to in-person financial education in multiple metro locations, which can make planning topics more approachable and local. - Tuition ranges from free to $37, depending on the venue.

What happened: - ChappelWood Financial Services announced its Fall 2026 financial education series through ChappelWood University. - Classes will run from August through November 2026 across the Oklahoma City metro. - The lineup includes four course topics: 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 Thursday, Aug. 6 at 11 a.m. at Mustang Senior Center; Thursday, Aug. 6 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus; Thursday, Aug. 13 at 10:15 a.m. at Moore Senior Center; Tuesday, Aug. 25 at 3 p.m. at Canadian Valley Technology Center’s El Reno campus; and Thursday, Oct. 8 at 3 p.m. at Canadian Valley Technology Center’s El Reno campus. - Disinheriting Uncle Sam is set for Thursday, Sept. 3 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - Wills, Trusts, & Your Money is scheduled for Thursday, Oct. 8 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - You Sold Your Business! Now What? is scheduled for Thursday, Nov. 12 at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - Francis Tuttle classes cost $20 per person. - Canadian Valley classes cost $37 per person. - Mustang Senior Center and Moore Senior Center classes 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. - ChappelWood University says the courses are designed to offer clear, unbiased instruction for people making major financial decisions later in life.

Between the lines: - The lineup underscores continued demand for basic financial education that focuses on practical choices rather than product sales. - Damon King, CFP®, said the courses are intended to help people avoid costly mistakes in retirement and leave with strategies they can use right away. - King said ChappelWood University was founded in 2016 to lead educational classes, not sales pitches for products or services.

What's next: - Additional classes and private course bookings are available for businesses or workplaces. - To book a course, contact ChappelWood Financial Services at 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 emailing Meg@ChappelWood.com.

The bottom line: - ChappelWood Financial is using its fall class schedule to position itself as a local source for retirement and estate-planning education, with a mix of free and low-cost options across the metro.