December 1, 2016

E*TRADE to Host Scottsdale Education Day

Complimentary education offered to investors and traders of all experience levels

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- E*TRADE Financial Corporation (NASDAQ:ETFC) today announced it will host an Education Day at The Phoenician in Scottsdale on Saturday, December 3, 2016. The day offers a number of complimentary sessions for investors and traders interested in learning from financial professionals.

  • Investors can tailor their own experience from a selection of 19 specialized sessions.
  • Financial Consultants from E*TRADE's Scottsdale branch and members of E*TRADE's Options and Futures Specialist Team will be on site all day to answer questions about investments, retirement planning, options trading, and more.
  • Education Day sessions run from 9:00 a.m.-5:00 p.m.

Sessions run concurrently across three tracks and range from investing basics to advanced options strategies. Investors and traders can attend any sessions across all tracks:


Time (PT)

  Track A   Track B   Track C

10:00 a.m.


What is a Stock Worth?1

Explains essential factors in fundamental analysis and stock valuation, including company size, profitability, and growth.


Getting Started with Options2

Explains the basic concepts and definitions behind options.


Getting Started with Retirement Accounts1

Discusses IRAs, retirement plans for self-employed individuals, distribution options for job changers, and more.

11:10 a.m.


What Does a Stock Chart Tell Us?1

Explains the basic principles of technical chart analysis, including trend lines, moving averages, support and resistance, momentum, and more.


Strategic Considerations for Options Buyers2

Discusses effective options trading and how to balance potential risks and rewards.


Introduction to Diversification and Portfolio Management1

Discusses the importance of creating the right allocation for your portfolio, and the basic steps to build your portfolio over time.

11:20 a.m.-
12:00 p.m.


Researching Stocks at E*TRADE1

Demonstrates how to research profitability, growth, valuation, and analyze technical conditions such as trend, momentum, and sentiment, using analyst reports and quantitative research data.


Options Prices in the Real World2

Explores the relationships between price, time, volatility, and liquidity in options markets.


Create Your Retirement Outlook at E*TRADE1

Walks through E*TRADE's Retirement Planning Calculator and shows you how to determine whether you're on track to reach your retirement goals.

2:00 p.m.


Creating Your Trading Plan2

Explains elements of a systematic trading strategy: the goal, stake, risk, timing, tools, and tactics.


Options Trading at E*TRADE: Tools & Information1

Demonstrates options chains, strategy analysis tools, idea screeners, and order functionality.


Investing for a More Tax-Efficient Retirement1

Discusses how allocating investments across different account types and asset classes may add more tax-efficiency to your retirement income.

3:10 p.m.


Finding and Selecting Stocks2

Illustrates a systematic approach to assessing market conditions and finding potential stocks in which to invest. Discusses the role that company fundamentals and technical analysis can play, and why timeframe and risk tolerance should be considered.


Introduction to Options Spreads2

Demonstrates the tradeoffs and outcomes in four spread types: bull call spreads, bull put spreads, bear call spreads, and bear put spreads.


Taking Advantage of Roth Accounts1

Highlights the benefits and rules of Roth IRAs, Roth employer plans, and Roth conversions.

4:20 p.m.


Entry, Exit, and Risk Management2

Explains how to determine the size of your trade, identify entry and exit prices, and use basic and advanced order types to establish positions and manage risk.


Advanced Options Income with Iron Condors and Butterflies2

Explains the underlying theory of iron condors and butterflies—and shows you how to implement and manage these positions.


Writing Covered Calls1

Details the covered calls options strategy, and reviews E*TRADE's Covered Call Trading Guide, which lays out an easy, step-by-step checklist for making covered call trades.

5:00 p.m.


Introducing E*TRADE Pro1,3

Demonstrates how to personalize E*TRADE's advanced trading platform, and the charts, market data, order management, and idea tools available.


Visit the E*TRADE Education Day site for registration details. All sessions are described in our comprehensive PDF agenda.

Members of the media interested in joining should email to inquire.

E*TRADE helps investors balance today's needs with tomorrow's goals, through pioneering digital tools coupled with guidance online and from financial consultants. To learn more about E*TRADE's trading and investing platforms and tools, visit

For useful insight from E*TRADE and third-party investment professionals, follow the Company on Twitter, @ETRADE.

About E*TRADE Financial

E*TRADE Financial and its subsidiaries provide financial services, including online brokerage and banking products and services to retail customers. Specific business segments include Trading and Investing and Balance Sheet Management. Securities products and services, including stocks, bonds options, ETFs, and mutual funds, are offered by E*TRADE Securities LLC (Member FINRA/SIPC). Managed Account Solutions are offered through E*TRADE Capital Management, LLC, an investment adviser registered with the Securities and Exchange Commission. Bank products and services are offered by E*TRADE Bank, a Federal savings bank, Member FDIC, or its subsidiaries and affiliates. More information is available at

E*TRADE Financial Corporation and its affiliates do not provide tax advice, and you always should consult your own tax advisor regarding your personal circumstances before taking any action that may have tax consequences.

Please read the important disclosures below.

Important Note: Options transactions are complex and carry a high degree of risk. They are intended for sophisticated investors and are not suitable for everyone. For more information, please read the Characteristics and Risks of Standardized Options brochure before you begin trading.

No information presented constitutes a recommendation by E*TRADE Financial or its affiliates to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy. The content neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy, sell, or hold any securities by E*TRADE Financial Corporation or its affiliates.

1. The seminars given by E*TRADE Securities are for educational purposes only. This information neither is, nor should be construed, as an offer, or a solicitation of an offer, to buy or sell securities by E*TRADE Securities.

2. This material is being provided to you for educational purposes only. The content has been written by and will be presented by a third party not affiliated with E*TRADE Financial Corporation or any of its affiliates. The information contained in this material has not been endorsed or approved by E*TRADE Financial Corporation or any if its affiliates. E*TRADE Financial Corporation and its affiliates are not responsible for the content. Neither E*TRADE Financial Corporation nor any of its affiliates is affiliated with the third party providing this content.

3. The E*TRADE Pro trading platform is available at no additional charge to customers who execute at least 30 stock or options trades during a calendar quarter or maintain a brokerage account balance of at least $250,000.

Financial Consultants are dually registered with E*TRADE Securities, a registered broker-dealer, and E*TRADE Capital Management, LLC, an investment adviser registered with the SEC, and may offer services that are either one-time commission based or ongoing fee-based advisory services. To help determine which guidance option may be right for you, please visit for additional information about account minimums, commissions, fees, etc.

Diversification and Asset Allocation do not ensure profit or protect against loss in declining markets.

Important Notices

E*TRADE Financial, E*TRADE, and the E*TRADE logo are trademarks or registered trademarks of E*TRADE Financial Corporation. ETFC-G

© 2016 E*TRADE Financial Corporation. All rights reserved.

E*TRADE Media Relations
Thayer Fox, 646-521-4418
E*TRADE Investor Relations
Brett Goodman, 646-521-4406

Source: E*TRADE Financial Corporation

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