In This Issue:

Kelly S. Olson Pedersen, 
CFP®,  CDFA
7825 Washington Ave., Suite 625
Bloomington, MN 55439
Main Line: 952-777-2270
TORPEDO PROOFING RETIREMENT VISIONS 
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The Caissa 5 Days of Giving
Happy Holidays!  
 
I hope this letter finds you and your family well and full from Thanksgiving! CAISSA is so thankful for all our clients and colleagues and want to wish you the best.
 
We will be donating $2,000 again this year for our 3rd annual "The 5 days of Giving" program. In lieu of sending out boxes of goodies over the holidays, we are going to pool that gift and make donations to a few of your favorite charities. 
 
Every day from December 18th to December 22nd, CAISSA will write a donation check in the amount of $400 to a charity of your choice. We would like you to help us choose those charities. 
 
Please visit this post on our Facebook page  or send us an email  and let us know your favorite charity by December 15th.  You can share the Facebook post with your friends and family and they can vote as well.  We will post the winning charities starting on December 18th
 
Last year's winning charities were:
  • Opportunity Partners
  • Mind Body Solutions
  • Girls on the Run
  • Let's go Fishing!
  • Zoom House
We hope that all of our clients enjoy this tradition of paying it forward at the time of year when we celebrate what we are thankful for! May you all have a blessed holiday filled with family and love.
 
Many thanks!


Kelly, Julie, Denise and Merissa



CAISSA Wealth Strategies
7825 Washington Ave., Suite 625
Bloomington, MN 55439
Main Line: 952-777-2270

Expect more from your financial advisor.