Events

2026 Brophy Wealth Management, LLC Annual Shred Event & Goods Drive

Join us on Friday, May 15th, 2026 from 10 am-2 pm for our annual shredding event and goods drive! 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your personally identifiable information - such as old bank statements, bills, receipts, credit card applications, and outdated medical records.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.

Estate Planning Through the Stages of Life

Estate planning isn’t one-size-fits-all. As your life, family, and finances evolve, so should your plan. This presentation walks through what to plan for at every stage of life. From young adulthood to retirement and beyond, you can protect your loved ones, minimize taxes, and gain peace of mind.

Cyber Safety 2026: How to Spot and Stop Scammers

Cyber scams are becoming more sophisticated, but so are the tools to stop them. Join us on January 22, 2026, at Noon for Cyber Safety 2026: How to Spot and Stop Scammers, a live educational webinar designed to help you protect your money, identity, and peace of mind. Learn how to: 🔹 Spot scams quickly 🔹 Secure your devices, passwords, and Wi-Fi 🔹 Protect your personal and financial accounts 🔹 Report fraud effectively 🔹 Understand how scammers target you Presented by: James Brophy, CFP®, CRPC®, CLU® — Partner at Brophy Wealth Management, LLC Tom E. Mitchell, CISSP — Director of Information Security & Technology

The Truth About Annuities: Separating Fact from Fiction

Join us for an insightful webinar where we’ll explore: - What Are Annuities? Get a clear understanding of what annuities are and how they work. - The Benefits of Annuities Why annuities are a reliable option for retirement planning and long-term financial security. - Dispelling Common Misconceptions We’ll address the most common myths about annuities. - Types of Annuities and How They Work Learn about the different types of annuities available and how each can be tailored to your financial needs. - How Annuities Can Provide Guaranteed Income Understand how annuities can offer peace of mind with guaranteed, predictable income in retirement.

Families in Transition 35th Annual Walk Against Hunger

Brophy Wealth Management, LLC is Sponsoring & Walking in the 35th Annual Walk Against Hunger 5K and we would love for you to join us!

2025 Brophy Wealth Management, LLC Annual Shred Event & Goods Drive

Join us on Friday, May 16th, 2025 from 10 am-2 pm for our annual shredding event and goods drive! 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.

Beyond Retirement: Are You Prepared for the Cost of Long-Term Care?

Please join Stacy Shill, Long Term Care Professional at Shields Brokerage & Wealth Manager, James Brophy, CFP®, CRPC®, CLU® for a live webinar on the ins and outs of Long-Term Care

Lifetime, Legacy & Charitable Planning Opportunities Live Webinar

Join James Brophy, CFP®, CRPC®, CLU®, Wealth Manager at Brophy Wealth Management, LLC, and Gerry Gaeta, J.D., MSFS, CEPA®, Managing Director, Senior Wealth Strategist at City National Rochdale to discuss Lifetime, Legacy, and Charitable Planning Opportunities.

Social Security 101: 2025 BIG CHANGES

Join us for an informative webinar as we break down the most impactful updates to Social Security in 2025. Learn how these changes could affect your retirement plans, benefits, and contributions. What You’ll Learn: - How the 2.5% COLA increase will impact your monthly benefits - What the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) means for public sector workers - The new earnings limits and what they mean for those still working - Insights into the increased maximum taxable earnings and how it may affect higher-income earners.

Protecting Yourself In A Digital Age: Understanding and Responding to Data Breaches

Presented by James Brophy, Wealth Manager at Brophy Wealth Management, LLC & Tom E. Mitchell, Certified Information Systems Security Professional (CISSP), this engaging webinar will provide essential insights into data breaches and how to protect yourself and your business.

2024 Families In Transition 31st Annual Thanksgiving Breakfast

Join us for Families In Transition's 31st Annual Thanksgiving Breakfast

LIVE WEBINAR: The Insurance Dilemma: Are Your Overinsured or Underinsured?

Join James Brophy, CFP®, CRPC®, CLU®, Wealth Manager at Brophy Wealth Management, LLC and Michael Kapiloff, CPCU®, CIC, CHFC®, CLU®, Owner/VP of Kapiloff Insurance Agency, Inc to discuss the three lines of personal insurance policies.

Liberty House 10th Annual Veterans Day Breakfast

We are happy to invite you to join us at the 10th Annual Liberty House Veteran’s Day Breakfast to be held Saturday, November 9th at 8:00 am at LaBelle Winery, 14 Route 111, Derry, NH 03038.

2024 Walk to End Alzheimer's - Central NH

Brophy Wealth Management, LLC is Sponsoring & Walking in The Walk to End Alzheimer’s Central NH and we would love for you to join us!

2024 Brophy Wealth Management, LLC Toys for Tots 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.

Medicare 101: Understanding The Basics

The ABCs of 529 College Savings Plans for 2024

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 educational savings plans, gifting options available and changes for 2024.

Families in Transition 34th Annual Walk Against Hunger

Brophy Wealth Management, LLC is Sponsoring & Walking in the 34th 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.

LIVE WEBINAR: The Top Cybersecurity Threats In 2024

Please join us for a Cybersecurity Webinar presented by Tom E. Mitchell, a Certified Information Systems Security Professional, who will go over the Top Cybersecurity Threats In 2024 and how you can protect yourself from these threats. Wealth Manager, James Brophy, will talk about everything Brophy Wealth Management, LLC does to keep the firm and your information safe. 

Caring For Generations: Estate Planning & Long Term Care Essentials for Your Aging Parents

Join us for a discussion featuring speakers Alyssa Graham Garrigan, Attorney & Partner of Ansell & Anderson P.A and James Brophy, Wealth Manager at Brophy Wealth Management, LLC who will share practical advice on navigating estate planning intricacies, understanding long term care options, and ensuring a secure future for your family.

Social Security 101

Are you aware of all your options when it comes to taking your Social Security benefits? Social Security can be more intricate than you think. Join us for an educational webinar that will shed light on the choices available to you and help you determine what's best for your financial future.

2023 Families In Transition 30th Annual Thanksgiving Breakfast

Join us for Families In Transition's 30th Annual Thanksgiving Breakfast

2023 Brophy Wealth Management, LLC Toys for Tots 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 9th Annual Veterans Day Breakfast

We are happy to invite you to join us at the 9th Annual Liberty House Veteran’s Day Breakfast to be held Saturday, November 4th at 8:00 am at LaBelle Winery, 14 Route 111, Derry, NH 03038.

LIVE WEBINAR: What's New For Medicare? Medicare 101 & Changes For 2023

Join your Wealth Managers & Ken Woods, Managing Director of Dublin Health & Benefit Group, LLC for an update on the biggest Medicare changes for 2023 & answer the most commonly asked Medicare questions.

2023 Market Outlook: Where Do Investments Go From Here?

Join Marta Norton, Chartered Financial Analyst & CIO of Americas at Morningstar Investment Management and your Wealth Managers at Brophy Wealth Management, LLC.

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!

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.

2023 Brophy Wealth Management, LLC Events

Check Out Our Upcoming Events for 2023!

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