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EMICOs Client Community

EMICO’s Client Community

State of the Markets

Our 2016 State of the Markets was held on the Tuesday a week after “Fat Tuesday” due to poor weather conditions on the original date. We called it “Fatter Tuesday!” Everyone was still able to come and the Mardi Gras celebration was a success! Guests were charged $1 admission (to be donated to charity), came dressed in purple, green, and gold, and solved riddles both around the room and at their tables to earn Mardi Gras coins. The person with the most coins was crowned the Mardi Gras King! (or Queen) The ‘King’ drew a 90:1 ticket for EMICO to match the total amount collected from admission, and then the KING made a Proclamation to donate this amount to the Atlanta Community Food Bank!

Houston State of the Markets 2015

In Houston we gathered at The Grotto Restaurant and discussed the stock market volatility of 2014 and what might be ahead for 2015. The recent gap down in the oil prices provided great conversation for this group living in an “oil centered” economy. We had lots of giggles as our photos went on the big screen along with our Celebrity Look Alikes.

Atlanta State of the Markets 2015

The Atlanta State of the Markets 2015 event was held the day before President’s Day. In celebration, each dinner table represented a past President, and clients played Presidential Trivia to earn play money towards a raffle at the end of the night. We got the most laughs from our Celebrity Look Alike game, which included many past Presidents! McCormick and Schmick’s was a pleasant setting.

Veteran’s Day Open House & ETF Presentation – November 2014

In November, 2014, we once again celebrated our military by doing a Veteran’s Day Open House at our office We had a speaker discuss Exchange Traded Funds as a tax efficient investment vehicle. Clients learned and enjoyed a buffet dinner. Clients, dressed in red, white, and blue, also helped us kick off our new and on-going service project for “Operation Gratitude.” Operation Gratitude sends over 100,000 care packages annually to our troops all over the world. We contributed by collecting unused Halloween candy, writing letters to active troops and veterans, and making paracord survival bracelets. Clients stayed well into the night as we made over 100 bracelets and collected 117 pounds of candy!

State of the Market & Valentine’s Dinner 2014

Just before Valentine’s Day in 2014, our clients were invited to a State of the Market dinner presentation, or a lunch and learn that same week. We took this opportunity to make Valentine cards again for the kids at Scottish Rite hospital and observed several clients with a knack for creativity.

Oktoberfest – November 2013

Clients came to celebrate Oktoberfest 2013.…in November, and learn about the future of our firm. They had fun earning tickets for prizes by playing darts and pool, and enjoyed a tour by the brew master of the brewery. Prizes included a football signed by the Atlanta Falcon’s players, golf shirts and hats, pen sets, and a miniature Falcons football helmet signed by Coach Mike Smith. Clients were also given an entrance exam for the nonexistent “University of Okiboji”…. the board of regents of the University offered admission to only a select few clients! We all enjoyed the seasonal fall harvest cuisine while mingling and getting to know one another. Everyone showed their competitive side, and one lucky client won the contest for coming up with the best new name for our firm!

Lunch & Shred – May 2013

Spring cleaning 2013 was in full swing for our clients as we held a “Lunch & Shred” event. Will and Ben helped unload client’s cars and trucks loaded down with papers to shred. We think the oldest document may have had a 1940s date?

State of the Market and St. Patrick’s Day Dinner - March 2013

Our annual State of the Market presentation happened to land on St. Patty’s Day in 2013. Our clients celebrated the wearing of the green at a fine Italian restaurant where they heard a review of the 2012 financial markets and a preview of 2013. Of course we had a visit from a friendly leprechaun who passed out Lucky Charm cereal to the winners of the “Blarney” game.

Social Security Presentation – March 2013

Veteran's Day Open House & REIT Presentation - November 2012

On Veteran's Day 2012, our clients were invited to an open house in our new office space. All decorated in red, white, and blue, we surprised many of our veterans with pictures and a slide show of them in uniform, with World War II vets through Vietnam all honored. We collected several boxes of goodies to send to a client's son's platoon serving in Afghanistan and made holiday cards to be sent to soldiers and sailors serving during the upcoming holiday season. Good ol' southern barbeque was served and representatives from three real estate companies spoke about the current real estate markets.

State of the Market & Valentine’s Dinner 2011

Our 2011 State of the Market was offered as a dinner, a lunch and learn at the office, and as our inaugural GoTo Meeting. We had fun taking our valentine decorations to the kids at Scottish Rite hospital.