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Episode 112: Safety in Security

April 16, 2021

Host J. Baugh sits down with Daniel VanderSteeg to discuss financial planning for professionals and business owners, specifically with advice around the new SECURE Act.

Questions?

The contents of this Podcast are intended for educational/informational purposes only and do not constitute legal advice. Policyholders are urged to consult with their personal attorney for legal advice, as specific legal requirements may vary from state to state and/or change over time. All names have been changed to protect privacy.

About our Guest

Daniel VanderSteeg

Daniel Vandersteeg is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and Sales Manager at the Memphis, Tennessee office of Strategic Financial Partners. He works with business owners and professionals in the areas of Asset Management, Risk Management, Estate Planning, Business Planning, and Fee-Based Financial Planning. Daniel received his B.A. in Financial Management from The University of Arkansas and soon after, earned his CFP designation.

About our Host

J. Baugh is a Senior Claims Attorney for SVMIC. Mr. Baugh graduated from Lipscomb University with a Bachelor of Science degree in Accounting and from the Nashville School of Law with a J.D. degree. He is currently licensed to practice as a Certified Public Accountant and as an Attorney in the State of Tennessee. He has been a member of the Claims Department of SVMIC since 2000.

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