Presentation: The Seven Pillars to a Successful Retirement Plan

Wednesday, 4/9/2025
2:00 - 3:00
Latino/Hispanic Meeting Room A
Latino/Hispanic Meeting Room B
Main Library

100 Larkin Street
San Francisco, CA 94102
United States

415-557-4400

Learn how to build the foundation for a financially secure and fulfilling retirement. Led by Lee Michael Murphy, an experienced wealth manager and retirement planning specialist, this presentation will empower you with actionable strategies to achieve your goals and live the life you’ve always dreamed of. We will cover:

  • Cash Flow Mastery — Learn how to optimize your savings, manage expenses and create a budget that supports your retirement goals.
  • Retirement Plan Design — Discover how to design a comprehensive, written plan that aligns with your financial vision and includes short-term, mid-term and long-term goals.
  • Managing Your Investment Portfolio — Understand how to balance risk and reward using modern portfolio strategies and structured notes to ensure your investments support your retirement timeline.
  • Income Strategies — Explore ways to create reliable income streams, including Social Security, pensions and investment income, so you never have to worry about running out of money.
  • Retirement Protection — Learn how to safeguard your retirement with tools to protect against market downturns, inflation and unexpected expenses.
  • Living the Life You’ve Always Wanted — Design your ideal retirement lifestyle and learn how to fund your dreams, whether it’s traveling, starting a business or pursuing your passions.
  • Developing a Successful Mindset — Discover the mindset habits that successful retirees use to stay financially and emotionally prepared for their golden years.

About the presenter: Lee Michael Murphy has been helping individuals and families achieve financial security since 2010. As an investment advisor representative with Osaic Wealth Inc., Lee’s three-bucket strategy ensures safety, reliable income, and long-term growth to help clients retire confidently. He holds a Bachelor of Science in Business Management from San Jose State University and an Executive Certificate in Financial Planning from the University of California, San Francisco. Lee is also the former host of The Free Retiree Show, a top-rated retirement podcast recognized as a Top 20 resource for retirement planning. His expertise in custom indexing, flex custom indexing, and structured notes makes him a trusted leader in capital gains mitigation, income planning, and portfolio diversification.

 

Personal Finance

Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.

Financial Capability Month

Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

All programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL), call (415) 557-4557 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.

This program will be conducted in English unless otherwise noted.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.