E*TRADE to Host Education Day in Boston – Business Wire (press release)

BOSTON–(BUSINESS WIRE)–E*TRADE Financial Corporation (NASDAQ: ETFC) today announced it will host an Education Day at the Boston Marriott Copley Place in Boston, MA on Saturday, September 9, 2017 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 18 specialized sessions.
  • Financial Consultants from E*TRADE’s Boston branch and members of E*TRADE’s Active Trader Team will be on-site all day to answer questions about investing, retirement planning, derivatives trading, and more.
  • E*TRADE welcomes anyone to join whether or not they are an E*TRADE customer.

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)       Trading Track       Options Track       Investing Track

9:00 a.m.

      Breakfast and Registration

10:00 a.m.


The Value of a Stock
Learn how fundamental
indicators can be used to
analyze and compare



Getting Started with
Explains 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.


11:15 a.m.



The Market for Stocks
Learn exchanges, indexes,
market sectors, and
frameworks for stock



Using Options for
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 ETFs
and mutual funds.

11:30 a.m.–
12:30 p.m.


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



Basic Options Income
Understand two income
strategies for options



Investing for a More
Tax-efficient Retirement
Discusses how allocating
investments and asset classes
may add more tax efficiency to
your retirement income.


2:30 p.m.

Finding and Opening
Your Trade
See how to use charts to
identify patterns,
indicators, and trade



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



Income Investments
Learn the range of investment
choices you have for an
income-oriented portfolio.


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
Highlights portfolio withdrawal
techniques to help combat
inflation and market risk in


5:00 p.m.



Getting Started with
Explains the basic
concepts and definitions
behind options.



Advanced Options
Income Strategies
Learn how to create an
options income portfolio
with limited dollar risk and
high probability outcomes.



Taking Advantage of Roth
Accounts: Generating Tax-
free Income in Retirement
Highlights 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 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.

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: 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, see the Risk Disclosure Statement for Futures and Options, which can be found online at etrade.com/futures. View the E*TRADE Securities LLC futures 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 content provided by E*TRADE Securities is for educational purposes only and is not an individualized recommendation. 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 therein or to engage in any specific investment strategy by E*TRADE Securities or its affiliates.

Financial Consultants are dually registered with E*TRADE Securities, a registered broker-dealer, and E*TRADE Capital Management, LLC, a Registered Investment Adviser, and may offer services that are either one-time commission based or ongoing fee-based advisory services.

Important Notices

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

© 2017 E*TRADE Financial Corporation. All rights reserved.

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