Complimentary education open to investors and
traders of all experience levels
E*TRADE Financial Corporation (NASDAQ:ETFC) today announced it
will host an Education Day at the San Diego Marriott La Jolla in La
Jolla on Saturday, March 25, 2017. The event 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 16 specialized sessions.
- Financial Consultants from E*TRADE’s La
Jolla branch and members of E*TRADE’s Options and Futures
Specialist Team will be on-site all day to answer questions about
investing, retirement planning, options trading, and more.
- Education Day sessions run from 9:00
a.m.– 4:30 p.m.
- 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
9:00–10:00 a.m.
Introduction to Markets and
Trading¹Learn how technical analysis may help you identify
investment opportunities.
Getting Started with
Options²Explains the basic concepts and definitions behind
options.
Introduction to Diversification and
Portfolio Management¹Discusses the importance of creating the
right allocation for your portfolio.
10:15–11:15 a.m.
What is a Stock Worth?¹Explains
essential factors in fundamental analysis and stock valuation.
Limiting Risk and Maximizing Reward
Using Calls and Puts²Discover how calls and puts can be used as
replacements for stock positions.
Building a Portfolio with
Funds¹Learn how to construct a portfolio tailored to your
investment objectives and time horizon.
11:30 a.m.-12:15 p.m.
Identifying Entries and Exits with
Trend-Following Indicators²Discover how to use technical
indicators to define your trading strategy and help manage
risk.
Generating Income with Covered
Calls¹Learn how to use covered calls to generate potential
income.
Investing for a More Tax-Efficient
Retirement¹Discusses how allocating investments and asset
classes may add more tax efficiency to your retirement income.
1:15–2:15 p.m.
Applying Price Patterns to Identify
Trading Opportunities²See how to identify and apply price
patterns.
Buying Stocks at a Discount with
Cash-secured Puts²Learn how to apply this strategy when buying
stocks, and generate potential income.
Finding Undervalued Stock¹Learn how
to conduct a do-it-yourself approach to value investing.
2:30–3:30 p.m.
Getting Started with
Options¹Explains the basic concepts and definitions behind
options.
Protecting Stocks and Portfolios with
Puts²Learn how to use protective strategies with put options
and develop a broad approach to managing risk.
Taking Advantage of Roth
Accounts¹Highlights the benefits and rules of Roth IRAs, Roth
employer plans, and Roth conversions.
3:45–4:30 p.m.
A Look at Current Market
Trends¹Learn how to develop a holistic, top-down approach to
using price charts to support your trading and investing
decisions.
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 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
etrade.com.
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) and OptionsHouse (Member FINRA/SIPC/NFA). Managed
Account Solutions are offered through E*TRADE Capital Management,
LLC, a registered 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
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: 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. Also, there are
specific risks associated with covered call writing, including the
risk that the underlying stock could be sold at the exercise price
when the current market value is greater than the exercise price
the call writer will receive. A covered call writer forgoes
participation in any increase in the stock price above the call
exercise price and continues to bear the downside risk of stock
ownership if the stock price decreases more than the premium
received. 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.
Diversification and Asset Allocation do not ensure profit or
protect against loss in declining markets.
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 provided by E*TRADE Securities are 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.
2. The material provided by E*TRADE Securities is for
educational purposes only and is not an individualized
recommendation. This has been written 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 of its
affiliates and E*TRADE Financial Corporation and its affiliates are
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 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, 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
etrade.com/guidance for additional information about account
minimums, commissions, fees, etc.
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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