Aging Wisely: Financial Management

About Camp

Putting Your House in Order: Tips and Strategies for Financial ManagementPresenter: Rev. Dr. Elizabeth T. BoatwrightHost: Paula Wolfson, LCSW, Avenidas Social Work ServicesWelcome April and tax season!This session will review strategies and tips for financial wellness and will focus on creating and updating wills, trusts, and elder estate plans. We will also touch on budget management, the costs of caregiving, DPOAs, bequests, donations, and other legacy matters. Rev. Dr. Elizabeth T. Boatwright is the author of “The Last Things We Talk About.” She is a certified financial planner, palliative care chaplain, and patient care advocate.About the SpeakerRev. Elizabeth Tucker Boatwright, M.A., M.A, CFP©, M.Div, D.Min, BCC-PCHACAs a Chaplain, Pastor. and Certified Financial Planner, Elizabeth “Libby” Boatwright has worked alongside hundreds of people over the last thirty years counseling families on end-of-life issues, loss and grief, composing memorials, working alongside lawyers with estate plans and educating people with coping skills in the midst of crises. She is passionate about finding ways to organize a person’s life fiscally and strategically, as well as educating people about decisions regarding life transitions.In "The Last Things We Talk About," Boatwright offers ways to put together a “white book” a simple binder or flash drive of all the materials a family will need when one passes on their legacy. As one completes the exercise, the heirs will avoid what she calls “the treasure hunt”- the endless search for all the data lost in transition or hidden in corners and storage. More importantly, she offers the “why” for each division to motivate people to finish the project and get on with life.Libby has been a lecturer in universities and colleges and medical settings, along with her work as a seminar leader at national conventions, faith, and community centers, parenting groups, senior fellowships, and estate planning forums. She has published articles in Cancer.net and Morningstar, and written articles for or has been featured in Barrons and in newspapers in Portland, San Jose, San Francisco, and Honolulu as well as hosted her own radio show, “The Fiscal Therapist” on KAIM. She has also appeared on ABC Nightly News.Libby’s graduate degrees include Masters Degrees from UC Berkeley, San Francisco State University, and a Masters of Divinity from Fuller Seminary, a Doctor of Ministry in Semiotics and Future Studies from George Fox University, and professional certifications, Certified Financial Planner and Board Certified Chaplain with Advanced Certification in Hospice and Palliative Care. Her research in Palliative and Comfort Care and Hospice has been conducted in England, Scotland, and the United States.She resides in Northern California with family in Iowa and Illinois.