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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A Note From Kelly

Happy Holidays!  

I hope this letter finds you and your family well! Typically, our clients and colleagues would be receiving a box of goodies from CAISSA by now, wishing them the best, and thanking them for being a part of CAISSA. But we are going to do something new this year instead!  

In lieu of sending out more 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 24th, 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, and let us know your favorite charity.  The top 5 charities with the most votes will receive the donations. 

We hope that all of our clients enjoy our new 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!

Your CAISSA Team, Kelly, Julie and Denise

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

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