E*TRADE to Host Education Day in Santa Clara – Markets Insider

E*TRADE FINANCIAL Corporation (NASDAQ: ETFC) today announced it will host an Education Day at the Hyatt Regency Santa Clara in Santa Clara, CA on Saturday, December 2, 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 19 specialized sessions.
  • Financial Consultants from several Northern California E*TRADE branches, members of the E*TRADE Active Trader Team, and Futures Specialists from E*TRADE and CME Group 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 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 stocks.



Getting Started with
Get an overview of the
basic concepts and
terminology of 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


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.


12:30-1:30 p.m.       Lunch and Learn: Why Trade Futures and Options on Futures

Learn how futures may fit into your trading strategy.


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



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



Paying Yourself in
Retirement: Creating a
Sustainable Withdrawal
Highlights portfolio
withdrawal techniques to
help combat inflation and
market risk in retirement.



5:00 p.m.


Introducing Options
for Stock Traders
Learn the dynamic role
options may play in
your portfolio.



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



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 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 the 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.

E*TRADE and CME Group are separate and unaffiliated companies.

Important Notices

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

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

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