Events

529 College Savings Webinar

Join James Brophy, CFP®, CRPC®, CLU® & Luke Trotochaud, CFP®, CRPC®, Wealth Managers at Brophy Wealth Management, LLC. for an insightful webinar that will help you better understand the education savings and gifting options available. You’ll learn about 529 college savings plans, a tax-advantaged way to save for college.

Families in Transition 33rd Annual Walk Against Hunger 5K

Brophy Wealth Management, LLC is Sponsoring & Walking in the 33rd Annual Walk Against Hunger 5K and we would love for you to join us!

Document Shredding & Clothing Drive Event

Please join us for our Document Shredding & Clothing Drive Event! To be safely shredded, bring documents that contain your personally identifiable information - such as old bank statements, bills, receipts, credit card applications, and outdated medical records. (You do not need to remove staples) Spring is here! Donate your unwanted clothing/household items when you start your spring cleaning to families in need. The clothing/goods we collect will be donated to Families in Transition.

CASA Cares Gala

Enjoy an evening of inspiration and celebration to support children in New Hampshire who have experienced abuse and neglect

LIVE WEBINAR: Long-Term Care & Risk Management

Please join Stacy Shill, Long Term Care Professional at Shields Brokerage & Wealth Managers, James Brophy and Luke Trotochaud for a live webinar on the ins and outs of Long-Term Care

Friends of Aine Sea of Hope Gala

2023 marks Friends of Aine's 7th Annual Gala! Join us for an evening filled with dinner, dancing, and a live auction. All proceeds will benefit grieving children and families. 

Fireside Chat: City National Rochdale's 2023 Economic Perspectives

Adam Elover, Senior Portfolio Manager at City National Rochdale will talk about the 2023 Economic Perspectives

LIVE WEBINAR: The Top Ten Cybersecurity Threats In 2023

Please join us for a Cybersecurity Webinar presented by Tom E. Mitchell, Certified Information Systems Security Professional, who will go over the Top Ten Cybersecurity Threats In 2023 and how you can protect yourself from these threats.

WEBINAR- Understanding Your Estate: CRITICAL ELEMENTS OF AN ESTATE STRATEGY FROM THE BEGINNING TO THE END

Taking steps to help protect your estate is a key financial choice. With appropriate strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Attorney Alyssa Graham Garrigan from Ansell & Anderson P.A. will discuss critical elements worth considering when creating your own estate strategies.

William Blair's Outlook for World Economies & Stock Markets

Join us for a candid conversation with Tom Wilson, your Portfolio Manager at William Blair to discuss their Outlook for World Economies & Stock Markets

Families In Transition Annual Thanksgiving Breakfast

Join us for Families In Transition's 29th Annual Thanksgiving Breakfast

Brophy Wealth Management, LLC Christmas Toy Drive

Every year, Brophy Wealth Management, LLC acts as a collection point for toy donations. We have been overjoyed to see the continuous generosity of our clients and employees who every year make our donation bin overflow.

Liberty House Thanksgiving Breakfast

We are happy to invite you to join us at the 8th Annual Liberty House Veteran’s Day Breakfast to be held Saturday, November 5th at 8:30 am at LaBelle Winery, 14 Route 111, Derry, NH 03038. I am looking forward to hearing from the guest speaker Colonel Allen D. Aldenberg, Chief of Police for the Manchester, NH Police Department. 

Get To Know Medicare Webinar

Ken Woods Founder & President of Dublin Health & Benefit Group, LLC will discuss and answer the most commonly asked Medicare questions.

Market Insights & Ice Cream Social

Ice Cream Social with an Economic Update from Robert Michaud CIO at New Frontier Advisors & Your Wealth Managers at Brophy Wealth Management, LLC.

Savos Investments & Market Blend Portfolios Economic & Market Update Dinner