April 6, 2018

E*TRADE to Host Education Day in Santa Clara

Complimentary education open to investors and traders of all experience levels

SANTA CLARA, Calif.--(BUSINESS WIRE)-- E*TRADE Financial Corporation (NASDAQ:ETFC) today announced it will host an Education Day at the Santa Clara Convention Center in Santa Clara, CA on Saturday, April 14, 2018 from 8 a.m. to 5 p.m. The event offers a number of complimentary sessions for investors and traders interested in learning from financial professionals.

  • Investors and traders can tailor their own experience from a selection of 19 specialized sessions.
  • Financial Consultants from several Northern California E*TRADE branches, members of the E*TRADE Trader Service Team, and Futures Specialists from E*TRADE will be on-site all day to answer questions about investing, retirement planning, derivatives trading, and futures trading.
  • E*TRADE welcomes anyone to join, whether or not they are an E*TRADE customer.

Sessions run concurrently across three tracks, along with an additional lunch-and-learn session dedicated to futures. Sessions range from investing and futures basics to advanced options strategies. Investors and traders can attend sessions across all tracks:

 

Time
(PT)

    Trading Track   Options Track   Investing Track

8:00-
9:00
a.m.

    Breakfast and Registration

9:00-
10:00
a.m.

    The Value of a Stock

Learn how fundamental indicators can be used to analyze and compare stocks.

  Getting Started with Options

Learn the basic concepts and definitions behind options.

  Four Steps to Investing for a Financial Goal

Learn how to define goals and develop an appropriate asset allocation for each.

10:15-

11:15
a.m.

    The Market for Stocks

Learn about exchanges, indexes, market sectors, and frameworks for stock selection.

  Using Options for Speculation

Discover what to consider when using options as a substitute for stock.

  Building a Portfolio with Mutual Funds and ETFs

Learn how to create a diversified portfolio with these investments and the attributes of each.

11:30
a.m.-
12:30
p.m.

    Using Stock Charts

Discover the basics of chart analysis using E*TRADE tools.

  Basic Options Income Strategies

Get started trading options with these two income strategies.

  Allocating for a More
Tax-Efficient Retirement

Discusses how allocating investments and asset classes may add more tax efficiency to your retirement income.

12:30-
1:30
p.m.

    Lunch-and-Learn Session:

 

Why Trade Futures and Options on Futures

Learn if futures may fit into your trading strategy.

1:30-
2:30
p.m.

    Finding and Opening Your Trade

See how to use charts to identify patterns, indicators, and trade signals.

  Options for Protection

Learn how to use protective put options to develop a broad approach to managing risk.

  Finding Stocks for Investment

Learn how to search for a variety of stock, with a focus on finding stocks for longer-term portfolios.

2:45-
3:45
p.m.

    Managing and Exiting Your Trade

Learn how to use charts and checklists to manage risk, set price targets, and exit trades.

  Using Spreads for Higher Probability Options Trades

Learn about spread trading with two basic strategies: bull call spreads and bear put spreads.

  Paying Yourself in Retirement: Creating a Sustainable Withdrawal Plan

Explore portfolio withdrawal techniques to help combat inflation and market risk in retirement.

4:00-

5:00
p.m.

    Getting Started with Options

Learn the basic concepts and definitions behind options trading.

  Tools for Options Traders

See a demonstration of the core options trading tools from E*TRADE, along with a look at some of the more advanced tools.

  Taking Advantage of Roth Accounts: Generating Tax-Free Income in Retirement

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

       

Visit the E*TRADE Education Day site for registration details. Download the E*TRADE Events mobile app on iTunes or Android app stores to view the agenda, session details, venue information, and session presentations and materials.

Members of the media interested in joining should email MediaInq@etrade.com to inquire.

E*TRADE aims to enhance the financial independence of traders and investors through a powerful digital offering and professional guidance. To learn more about E*TRADE's trading and investing platforms and tools, visit etrade.com.

For useful trading and investing insights from E*TRADE, follow the company on Twitter, @ETRADE.

About E*TRADE Financial

E*TRADE Financial and its subsidiaries provide financial services including brokerage and banking products and services to retail customers. Securities products and services are offered by E*TRADE Securities LLC (Member FINRA/SIPC). Commodity futures and options on futures products and services are offered by E*TRADE Futures LLC (Member NFA). Managed Account Solutions are offered through E*TRADE Capital Management, LLC, a Registered Investment Adviser. Bank products and services are offered by E*TRADE Bank, a Federal savings bank, Member FDIC, or its subsidiaries. More information is available at www.etrade.com.

Please read the important disclosures below.

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.

Important Note: Futures and 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 and the Risk Disclosure Statement for Futures and Options prior to applying for an account. View the E*TRADE Futures LLC disclosure documents and other financial information. Moreover, there are specific risks associated with buying options, including the risk that the purchased options could expire worthless. Also, the specific risks associated with selling cash-secured puts include the risk that the underlying stock could be purchased at the exercise price when the current market value is less than the exercise price the put seller will receive. Moreover, there are specific risks associated with trading spreads, including substantial commissions, because it involves at least twice the number of contracts as a long or short position and because spreads are almost invariably closed out prior to expiration. Multi-leg options including collar strategies involve multiple commission charges. Because of the importance of tax considerations to all options transactions, the investor considering options should consult their tax advisor as to how taxes affect the outcome of each options strategy. Commissions and other costs may be a significant factor. An options investor may lose the entire amount of their investment in a relatively short period of time.

Diversification and asset allocation do not ensure profit or protect against loss in declining markets.

The material provided by E*TRADE Securities or E*TRADE Futures, or by a third party not affiliated with E*TRADE Financial Corporation or any of its direct or indirect subsidiaries (E*TRADE), is for educational purposes only and is not an individualized recommendation. The information contained in any third-party material has not been endorsed or approved by E*TRADE, and E*TRADE is not responsible for the content. This information neither is, nor should be construed as, an offer or a solicitation of an offer to buy, sell, or hold any security, financial product, or instrument discussed herein or to engage in any specific investment strategy by E*TRADE.

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

© 2018 E*TRADE Financial Corporation. All rights reserved.

E*TRADE Media Relations
646-521-4418
mediainq@etrade.com
or
E*TRADE Investor Relations
646-521-4406
ir@etrade.com

Source: E*TRADE Financial Corporation

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