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 Irvine Marriott in Irvine, CA on Saturday, May 20, 2017 from 8:00 a.m. to 4:30 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 16 specialized sessions.
  • Financial Consultants from E*TRADE’s Costa Mesa branch and members of E*TRADE’s Active Trader Team will be on-site all day to answer questions about investing, retirement planning, options 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    

8:00–9:00 a.m.

      Breakfast and Registration    

9:00–10:00 a.m.

     

Introduction to Marketsand TradingLearn how technicalanalysis may help youidentify investmentopportunities.

 

     

Getting Started withOptionsExplains the basicconcepts and definitionsbehind options.

 

     

Introduction to Diversificationand Portfolio ManagementDiscusses the importance ofcreating the right allocation foryour portfolio.

 

   

10:15–11:15 a.m.

     

What is a Stock Worth?Explains essential factorsin fundamental analysisand stock valuation.

 

     

Strategic ConsiderationsWhen Buying OptionsDiscover how calls andputs can be used asreplacements for stockpositions.

 

     

Building a Portfolio withFunds

Learn how to construct aportfolio tailored to yourinvestment objectives and timehorizon.

 

   

11:30 a.m.–12:30 p.m.

     

Identifying Entries andExits with Trend-following IndicatorsDiscover how to usetechnical indicators todefine your trading strategyand help manage risk.

 

     

Generating PotentialIncome with CoveredCallsUnderstand covered callwriting and how to place acovered call trade.

 

     

Investing for a MoreTax-efficient RetirementDiscusses how allocatinginvestments and asset classesmay add more tax efficiency toyour retirement income.

 

   

1:30–2:30 p.m.

     

Applying Price Patternsto Identify TradingOpportunities

See how to identify andapply price patterns.

 

     

Buying Stocks at aDiscount with Cash-secured PutsLearn how to apply thisstrategy when buyingstocks, and generatepotential income.

 

     

Finding Undervalued StocksLearn how to conduct a do-it-yourself approach to valueinvesting.

 

   

2:45–3:45 p.m.

     

Getting Started withOptionsExplains the basicconcepts and definitionsbehind options.

 

     

Protecting Stocks andPortfolios with PutsLearn how to useprotective put options todevelop a broad approachto managing risk.

 

     

Taking Advantage of RothAccounts: Generating Tax-free Income in RetirementHighlights the benefits and rulesof Roth IRAs, Roth employerplans, and Roth conversions.

 

   

4:00–4:30 p.m.

     

A Look at Current Market TrendsLearn how to develop a holistic, top-down approach to using price charts to support yourtrading 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 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 online brokerage and banking products and services to retail customers. Securities products and services are offered by E*TRADE Securities LLC (Member FINRA/SIPC/NFA) and OptionsHouse (Member FINRA/SIPC/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. 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.

The material provided by E*TRADE Securities or by a third party not affiliated with E*TRADE Financial Corporation or any of its affiliates 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 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, a Registered Investment Adviser, 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, 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.

E*TRADE Media Relations646-521-4418mediainq@etrade.comorE*TRADE Investor Relations646-521-4406ir@etrade.com

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