ChappelWood Financial schedules fall 2026 money classes across Oklahoma City metro

Edmond wealth manager ChappelWood Financial Services has announced a fall 2026 education series on retirement income, taxes, estate planning and business exits at venues across the Oklahoma City metro. The public classes run August through November and are designed for pre-retirees, retirees and business owners.

Why it matters: - The series gives Oklahoma residents low-cost or free access to practical financial education on issues that can shape retirement security, taxes, estate planning and business transition decisions. - The classes target pre-retirees, retirees and business owners, groups that often face the biggest financial tradeoffs in the second half of life.

What happened: - ChappelWood Financial Services announced its Fall 2026 course lineup through ChappelWood University, its educational arm. - The classes will be held throughout the Oklahoma City metro from August through November 2026. - The public sessions cover retirement income, tax reduction, wills and trusts, and life after selling a business.

The details: - "Surviving Retirement" will be offered on Aug. 6 at 11 a.m. at Mustang Senior Center and again at 6:30 p.m. at Francis Tuttle Technology Center’s Portland campus. - "Surviving Retirement" will also be held on Aug. 13 at 10:15 a.m. at Moore Senior Center, on Aug. 25 at 3 p.m. at Canadian Valley Technology Center’s El Reno campus, and on Oct. 8 at 3 p.m. at the same El Reno campus. - "Disinheriting Uncle Sam" is scheduled for Sept. 3 at 6:30 p.m. at Francis Tuttle’s Portland campus. - "Wills, Trusts, & Your Money" is set for Oct. 8 at 6:30 p.m. at Francis Tuttle’s Portland campus. - "You Sold Your Business! Now What?" is scheduled for Nov. 12 at 6:30 p.m. at Francis Tuttle’s Portland campus. - More information is available at the event page. - Enrollment for Francis Tuttle classes 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 classes is available at CVTech.edu or by calling 405-262-2629. - Tuition for Canadian Valley courses is $37 per person. - Enrollment for Mustang and Moore Senior Center classes is available by calling 405-348-0909. - Attendance at the Mustang and Moore Senior Center classes is free.

Between the lines: - Damon King, CFP® and lead instructor for ChappelWood University, said many people enter retirement without a clear understanding of how money works in that phase of life. - King said ChappelWood University was founded in 2016 to provide educational classes rather than product sales pitches. - The lineup suggests ChappelWood is using in-person classes to build trust with prospective clients while positioning itself as a financial education resource.

What's next: - Oklahomans can register for classes now through the venue-specific enrollment options listed by ChappelWood Financial Services. - ChappelWood Financial Services says it also accepts requests to book courses for businesses or workplaces by phone at 405-348-0909 or by email at Damon@ChappelWood.com. - ChappelWood Financial Services says additional firm details, including services and fees, are available in its Form ADV at ChappelWood.com or by emailing Meg@ChappelWood.com.

The bottom line: - ChappelWood Financial Services is pushing an education-first fall tour aimed at helping residents make better retirement, tax and estate planning decisions before and after retirement.