Stephen D. Wolfe has a BS degree from Pennsylvania State University. He concentrates on Elder Planning. He is also licensed with the state of Florida Department of Insurance in the areas of Life, Health, and Annuities.

Mr. Wolfe has focused on Estate Planning, including nursing home planning, investment planning, Medicaid planning and the comprehensive use of Trusts (e.g. Living Trusts, Charitable Remainder Trusts, Insurance Trusts, and Supplemental Care Trusts).

Stephen Wolfe currently conducts financial and asset preservation workshops for senior citizens, their families, and numerous private organizations throughout the United States.