Videos to Educate

Information is the most valuable asset of all.

Enjoy these short videos designed to educate you on a variety of financial topics. These videos are shared by permission of their creators and are for informational purposes only. They do not represent an endorsement of their services or firms by ChappelWood Financial Services. Please contact us for a more detailed conversation about your situation.

Why Hire an Independent Advisor?

The Four Sides of Your Financial Planning Pyramid

Strategies for Taking Retirement Income

Importance of Hiring an Advisor Who is a Fiduciary

Inside the Mind of The Financial Diva

Setting Beneficiary Designations

5 Long Term Care Options

Retire Well

Legacy Planning for Your Family

Importance of Asset Allocation and Diversification

Funding Your Child's College Education


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