Complimentary Dinner Event at Maggiano’s Little Italy in McLean, VA

Preserve What Matters Most to You

Strategies for Estate Planning, Preservation & Retirement Income

Event Details

Maggiano’s Little Italy
2001 International Dr
McLean, VA 22102

Event Options:

– Maggiano’s Little Italy on March 20 at 6:00 p.m.

– Maggiano’s Little Italy on March 27 at 6:00 p.m.

Seating is limited. There is no charge to attend!

Entrée Choices

Filet Mignon served with tableside roasted garlic jus
Chicken Francese, served with tableside lemon butter sauce
Branzino Crab Imperial
Eggplant Parmesan

Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?


Join us at Maggiano’s Little Italy for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:

  • The advantages and disadvantages of wills and trusts.
  • Reducing tax exposure when transferring assets to heirs.
  • How to plan your estate to make sure it passes on to your loved ones most efficiently.
  • How probate works and, more importantly, how you can avoid probate altogether.
  • Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
  • Identifying the documents needed to preserve your estate.
  • Establishing a power of attorney and why it could be important.
  • Strategies to help preserve heirs from blowing their inheritance. 
  • Leveraging dollars for planned charitable giving.
  • Why putting property in your children’s names may be a mistake. 
  • Developing a plan to pay for nursing home expenses if needed while in retirement.
  • And much more!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have an estate plan in place?
Don’t miss this information-packed event!

Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current plan.

67% of Americans

have no estate plan.²

Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.² When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.


Meet Your Host

Frederick Griffin, Chief Executive Officer | Silas & Ward Financial Group
Fred Griffin is the founder and CEO of Silas & Ward Financial Group. Successful entrepreneurial men in Fred’s family inspired him. His father, Edward Griffin, owned and operated several businesses. Edward’s father, Ward Griffin, and grandfather, Silas Griffin, influenced Fred to become financially independent. Silas was a Civil War veteran who is recognized at the African American Civil War Museum in Washington, D.C.

Fred began his financial services career in 1994, winning American Family Insurance performance awards and becoming a top-performing financial advisor with MetLife Securities. Today, Fred offers strategies to help his clients prepare for retirement and leave a meaningful legacy. He also serves as an educator with the American Retirement Institute. One of Fred’s most inspiring business experiences was being a partner in The Versia Group, which he and his deceased partner and fraternity brother of Omega Psi Phi Inc., Galen Kimbrue, owned. Fred served as a board member of several non-profits, including Habitat for Humanity, the Retired Military Officer’s Association, BUILD/Washington, D.C., Mid-Tier Advocacy, and the Transition Zone.

His hobbies include gardening, karate, and yoga.

Guest Speaker

John W. Heck, Attorney | Legacy Lawyers

John’s legal expertise includes family protection, wealth preservation, and values-based planning. He offers free educational events within his community and travels to clients when they cannot. John is a published legal scholar and served in the Air Force for over 30 years, retiring in the rank of Colonel. John is a graduate of the Washington College of Law and the U.S. Air Force Academy. He is a member of the Virginia, D.C., and NJ Bars.

© 2024 Your Retirement Reality | Privacy Policy




The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit