Broker Check

You're Invited

Rock Your Retirement Two-Night Course

September 1 & 8 | 6:30 pm

Francis Tuttle Technology Center

Oklahoma City, OK

The flagship educational course of ChappelWood University, Rock Your Retirement is a 3-hour course designed to teach you the true keys of retirement. You'll discover how to avoid running out of money, how to make the best Social Security decision, how to understand your Medicare options, how to invest to generate income, how to minimize taxes, and how to choose between a Will and a Trust. Tuition is just $49 per person.

Enroll Now

Ask A Financial Planner Anything

September 22 | 6:30 pm

Francis Tuttle Technology Center

Oklahoma City, OK

As you journey through life, financial questions come up you might have never considered before. Is a 401(k) the best place to invest? Should I be looking at Roth accounts? How do I pay less in taxes? Will I have enough money to live on in retirement? In this Q&A style course, you'll get 90 minutes to ask a CERTIFIED FINANCIAL PLANNER™ any question you want. No topic is off limits. Tuition is just $49 per person.

Enroll Now

Wednesday Lunchtime Drive-Thru

Weekly In 2022 | 12:30 pm

Virtual Webinar


One of our most popular educational events, Damon King, CFP® leads an interactive 30-minute discussion each Wednesday afternoon on the current events impacting your money, new strategies you need to know, and sometimes, a speical guest or two drop in. You never know what will be served up on the Wednesday Lunchtime Drive-Thru. Click the link below to reserve your seat for the rest of the year.


Have a Question?

Thank you!