ETFC E TRADE Financial Corporation

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 JW Marriott Houston in Houston, TX on Saturday, November 11, 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 22 specialized sessions.
• Financial Consultants from the E*TRADE Houston branch, 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 four tracks and range from investing basics to advanced options strategies. Investors and traders can attend any sessions across all tracks:

                          Time (CT)     Trading Track       Options Track       Investing Track       Futures Track     8:00–9:00 a.m.     Breakfast and Registration     9:00–10:00 a.m.    

The Value of a Stock

Learn howfundamentalindicators can beused to analyzeand comparestocks.

 

     

Getting Started with Options

Explains the basicconcepts anddefinitions behindoptions.

     

Four Steps to Investing for a Financial Goal

Learn how to definegoals and develop anappropriate assetallocation for each.

           

10:15–

11:15 a.m.

   

The Market for Stocks

Learn exchanges,indexes, marketsectors, andframeworks forstock selection.

 

     

Using Options for Speculation

Discover what toconsider whenusing options as asubstitute for stock.

     

Building a Portfolio with Mutual Funds and ETFs

Learn how to create adiversified portfolio withETFs and mutual funds.

           

11:30 a.m.–12:30p.m.

   

Using Stock Charts

Discover thebasics of chartanalysis usingE*TRADE tools.

     

Basic Options Income Strategies

Understand twoincome strategiesfor options trading.

     

Investing for a More Tax-Efficient Retirement

Discusses howallocating investmentsand asset classes mayadd more tax efficiencyto your retirementincome.

 

     

Why Trade Futures

Learn how futures mayfit into your tradingstrategy.

    1:30–2:30 p.m.    

Finding and Opening Your Trade

See how to usecharts to identifypatterns,indicators, andtrade signals.

 

     

Options for Protection

Learn how to useprotective putoptions to developa broad approachto managing risk.

     

Income Investments

Learn the range ofinvestment choices youhave for an income-oriented portfolio.

     

Futures Trading at E*TRADE

Learn how to viewfutures quotes, as wellas other useful tradingtips.

    2:45–3:45 p.m.    

Managing and Exiting Your Trade

Learn how to usecharts andchecklists tomanage risk, setprice targets, andexit trades.

 

     

Using Spreads for Higher Probability Options Trades

Learn about spreadtrading with twobasic strategies:bull call spreadsand bear putspreads.

     

Paying Yourself in Retirement: Creating a Sustainable Withdrawal Plan

Highlights portfoliowithdrawal techniquesto help combat inflationand market risk inretirement.

     

Focusing on the Tech Sector: Stocks and Futures

Understand how futuresrelate to FANG techstocks, including capitalrequirements, taxefficiencies, and more.

   

4:00–

5:00 p.m.

   

Introducing Options for Stock Traders

Learn thedynamic roleoptions may playin your portfolio.

     

Advanced Options Income Strategies

Learn how to createan options incomeportfolio with limiteddollar risk and highprobabilityoutcomes.

 

     

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

Highlights the benefitsand rules of Roth IRAs,Roth employer plans,and Roth conversions.

     

The Search for Volatility

Learn how metrics likevolatility percentilerankings can help youfind opportunities.

   

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 by a third party not affiliated with E*TRADE Financial Corporation or any of its affiliates 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.

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