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 
Expect more from your financial advisor.
A Note From Caissa

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.
 
Some of you may remember, last year we started a new tradition we are calling "The 5 days of Giving" and will be donating $2000 again this year. 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 19th to December 23rd, 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 14th.  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 19th
 
Last year's winning charities were:
  • Let's go Fishing!
  • Wounded Warriors
  • Salvation Army
  • Opportunity Partners
  • 363 Days food Program
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.