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Latest Video's

What's New For Medicare? Medicare 101 & Changes for 2023

2023 Market Outlook with John Buchanan, VP & Senior Portfolio Specialist for Savos Investments & Market Blend Portfolios

Understanding Alzheimer's & Dementia: Melissa Grenier, Regional Manager for the State of NH's Alzheimer's Association.

2023 Market Outlook with Marta Norton, Chartered Financial Analyst & CIO of Americas at Morningstar Investment Management

529 College Savings Webinar Related Links & Downloads

  • John Hancock Freedom 529 College Savings Plan: Click Here
  • American Funds College America 529 College Savings Plan: Click Here
  • Frequently Asked Questions About 529 Plans: Click Here
  • Secure Act 2.0 Additional 529 Benefits: Click Here
  • Brophy Wealth Management, LLC Presentation Slides: Download Slides

Part 1 (James Brophy, CFP®, CRPC®, CLU®)

Part 2 (Stacy Anne Shill, CLTC)

Q & A - Part 3 (Luke Trotochaud, CFP®, CRPC®)

Long-Term Care & Risk Management Webinar Related Links & Downloads

Understanding Your Estate Webinar Related Links & Downloads

Current Thinking Of Our Investment Manager Partners

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