Friday, October 4, 2019


Life Beyond Numbers is an expo that will provide and serve as a resource fair for our guests in attendance. We have gathered professional services and organizations from a variety of different industries to be in one location at one time! For example our guests will be able to meet with accounting firms, attorneys, continuing education organizations, health & fitness groups, realtors, retirement communities, travel agencies, volunteer organizations, and so many more. The goal of this expo is to introduce our guests to professional organizations that can help and enrich all aspects of their retirement. We look forward to having you join us! 


Life Beyond Numbers will be an immersive and invaluable experience taking place in beautiful Springfield, VA. We envision the day to be packed with wonderful interactions with our exhibitors and an opportunity to learn from keynote speakers. The breakout sessions have been determined and they are listed below.  

10:15 AM Welcome Remarks - Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®

This event was designed with our clients in mind. We want to talk this opporunity to thank all of the attenedees, as well as thank all of the exhibitors and staff who have made this possible. We know you will find this event worth while! 

10:30 AM - Life Beyond the Numbers - Evan Beach, CFP®, AWMA®  

Too often we associate retirement planning only with the quantitative value it carries. In this short session, using research from MIT AgeLab, we will help attach your “why” to your savings. By helping you clarify your values and making sure they are aligned with your goals, you will be able to maximize the positive impact your resources can have and minimize the negative stresses associated with money.  

11:15 AM - Privacy Protection - Linda Sherman, RICP®  

The Internet has changed the way we lead our lives and run our business. 89% of Americans are online. Worldwide, almost half of the entire population is online, and each day more and more people use the internet to obtain information.  

12:30 PM - Diagnosis Dementia: Now What? - Lindsey Vajpeyi, ADC/MC, CDP For many families, receiving a diagnosis and living with dementia comes with challenges and a range of feelings including uncertainty, grief, and fear. SHARE is a program that helps the person living with dementia and his/her care partner better understand the disease, communicate about, and plan for the future.  

1:15 PM - Estate Planning and Elder Law - Justin Banford & Sarah Aviles We will discuss the types of legal documents you should have in place to provide for your care and your family’s care in the event of your incapacity or death. The presentation will also discuss the benefits of using various trusts in your estate planning to avoid probate, to provide for young children, to minimize the estate tax, and to protect your assets for future generations.  


We are thrilled to have the following exhibitors be a part of the inaugural Life Beyond Numbers Expo! 

The exhibit hall will be open from 9:30 AM to 2:00 PM. We hope you will take this opportunity to stop by and learn more about each of the exhibitors. 

We are a wealth management firm that focuses on working with individuals who are near or in retirement. We strive to make sure that you are Right on Your Retirment(TM).  

Ross & Moncure is a public accounting firm specializing in the taxation of retirement planning, small and medium-sized business enterprises (SMEs), high-net-worth individuals, multinational individuals, non-immigrant visa holders, freelancers and contractors, and the US operations of foreign corporations.

Connoisseur's team of expert travel consultants has been meeting the travel demands of our diverse, worldwide clientele and exceeding their expectations for over two decades.

Healing Tao Acupuncture Center is dedicated to providing quality Traditional Chinese Medicine services. We have been in business for three generations specializing in healing the root of the disease so the symptoms can resolve itself.

We are a nonprofit adult day health and resource center providing specialized care, support, and education for individuals with Alzheimer’s disease and other memory impairments, their families, caregivers, and the community. Serving Northern Virginia since 1984, IMCC offers a spectrum of holistic care, with a vision of a community where those affected by memory impairments can achieve the highest quality of life.

The Northern Virginia Senior Olympics (NVSO) is an all volunteer non-profit organization the holds Games for Seniors over 50 on an annual basis. The games are comprised of over 60 events are designed to promote competition and participation for seniors. 

The Lifetime Learning Institute of Northern Virginia (LLINOVA) is a non-profit, member-run-organization offering stimulating educational and cultural pursuits to adults age 50 and over. 

Senior downsizing and real estate specialist. Vicki helps people who would like to downsize their life and get their home ready to sell or to purchase a new home. She primarily works in theDMV area. 

Balanced Yoga specializes in helping people overcome Back and Shouler pain. Ingrid is passionate about helping people overcome pain and enjoy life to the fullest. Her mission is to bring the healing she found through yoga to as many people as possible.

Since 1936, the oldest and largest U.S. Ski Club. SCWDC offers "Great Sports for all Seasons". In addition to alpine and x-country skiing, SCWDC has the largest tennis program in the DC Metro area, weekly golf and sailing events, and a wide variety of adventure trips such as, club med vacations, and viking river cruises. 

DuVäl Design, LLC (DDLLC) is a full-service interior design firm, driven by the desire to reflect the lifestyle and personality of each client, into their home, while streamlining the process of specifications and selections with the necessary builders and architects on each project. 

Westmister at Lake Ridge opened in 1993 as a Continuin Care Retirement Community (CCRC). As part of the Ingleside family of not-for-profit senior living communities, which includes Ingleside at Rock Creek and Ingleside at King Farm, we've shared a common mission for more than 100 years: providing the highest quality service to aging adults of all faiths, throughout their retirement living. 

Goodwin House at Home, an innovative program for active, healthy adults ages 55+ who want to stay home as they age. Combining long-term care insurance benefits with care coordination and personalized plans, Goodwin House at Home is the only program of its kind in Northern Virginia.

CarePatrol helps families find the safest and most appropriate assisted living, memory care and in-home care options. Our senior care consulting services are provided free of charge, as we are compensated by the tens of thousands of pre-vetted providers across the nation. 

The Golden Rule team provides professional home watch services in Northern Virginia - we keep an eye on homes and automobiles when their owners are away for travel, vacation and work.  

RSVP-Northern Virginia (Retired and Senior Volunteer Program), is the region’s largest volunteer program for those 55 and better. RSVP-Northern Virginia’s personalized volunteer matching service offers more than 300 convenient short- and long-term opportunities to its volunteer base.

Heidi Tuberson LLC provides personalized health and nutrition programs for women who want to focus on themselves again - and leave the fads behind, for good.

You are busy. You know your health and wellness needs are important but increased demands on your time make it difficult to manage. Inova VIP 360° Concierge Membership gives you extraordinary access to exceptional healthcare whenever and wherever you need it..

Dunlap Bennett & Ludwig is a veteran-owned law firm with a global footprint. Our lawyers provide businesses and individuals with a full array of business and estate legal services. We have offices in Tysons, Leesburg and Richmond.

TAD Relocation and TAD Transport, collectively known as “TAD” throughout the Washington, D.C. metropolitan region, is proud to bring two decades of senior move management experience to the WayForth family of companies.

As Senior Real Estate Specialists (SRES), Our mission is to become an advocate for every client. With an emphasis on offering all the resources we have, our goal is to excel in educating the client to such a degree that they can use that knowledge and our expertise in Real Estate negotiation to achieve results regarding one of the most expensive monetary investment most people make, their homes.  

The Dog Eaze Inn is a premier pet care facility in Woodbridge VA, offering doggie daycare, overnight stays, and a PAWS enrichment daycare program. Conveniently located right off of 95 exit 158B The Dog Eaze Inn caters to all of your pet care needs.

A regionally- and nationally-recognized innovative collaboration of visual and performing arts, education, community engagement, historical perspective, and personal enrichment.


Springfield Golf & Country Club 

8301 Old Keene Mill Road Springfield, VA 22152 Phone: 571-800-6371