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 Hilton Orlando Bonnet Creek in Orlando, FL on Saturday, January 20, 2018 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 24 specialized sessions.
• Financial Consultants from the E*TRADE Orlando 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 and futures basics to advanced options strategies. Investors and traders can attend any sessions across all tracks:

                                        Time (ET)       Trading Track       Options Track       Investing Track      

Advanced Optionsand Futures Track

    8:00–9:00 a.m.       Breakfast and Registration    

9:00–10:00a.m.

     

The Value of a StockLearn howfundamentalindicators can beused to analyze andcompare stocks.

     

Getting Startedwith OptionsExplains the basicconcepts anddefinitions behindoptions.

     

Four Steps toInvesting for aFinancial GoalLearn how to definegoals and develop anappropriate assetallocation for each.

 

     

Debit and CreditSpreads:Fine-Tuning RiskSee how to usemultiple options tocreate spreads withdifferent risk profiles.

 

   

10:15–11:15a.m.

     

The Market forStocksLearn exchanges,indexes, marketsectors, andframeworks for stockselection.

     

Using Options forSpeculationDiscover what toconsider whenusing options as asubstitute forstock.

     

Building a Portfoliowith Mutual Fundsand ETFsLearn how to create adiversified portfoliowith these investmentsand the attributes ofeach.

 

     

Diagonal Spreads:Combining CallStrategiesLearn how buying callsand selling calls worktogether as an optionsstrategy.

   

11:30a.m.–12:30p.m.

     

Using Stock ChartsDiscover the basics ofchart analysis usingE*TRADE tools.

     

Basic OptionsIncomeStrategiesGet started tradingoptions with thesetwo incomestrategies.

     

Investing for a MoreTax-EfficientRetirementDiscusses howallocating investmentsand asset classes mayadd more taxefficiency to yourretirement income.

 

     

Using Options toHelp Repair a BrokenStock PositionLearn how to useoptions to try torecover from a longstock position thatdropped.

   

1:30–2:30 p.m.

     

Finding andOpening Your TradeSee how to usecharts to identifypatterns, indicators,and trade signals.

     

Options forProtectionLearn how to useprotective putoptions to developa broad approachto managing risk.

 

     

Income InvestmentsLearn the range ofinvestment choicesyou have for anincome-orientedportfolio.

     

Why Trade FuturesLearn how futures mayfit into your tradingstrategy.

   

2:45–3:45 p.m.

     

Managing andExiting Your TradeLearn how to usecharts and checkliststo manage risk, setprice targets, and exittrades.

     

Using Spreadsfor HigherProbabilityOptions TradesLearn aboutspread trading withtwo basicstrategies: bull callspreads and bearput spreads.

 

     

Paying Yourself inRetirement: Creatinga SustainableWithdrawal PlanHighlights portfoliowithdrawal techniquesto help combatinflation and marketrisk in retirement.

     

Futures Trading atE*TRADELearn how to viewfutures quotes, as wellas other useful tradingtips.

   

4:00–5:00 p.m.

     

Introducing Optionsfor Stock TradersLearn the dynamicrole options may playin your portfolio.

     

Iron Condors andButterflies forOptions IncomeLearn an optionsincome strategythat combines twospreads topotentially producea credit.

 

     

Taking Advantage ofRoth Accounts:Generating Tax-FreeIncome in RetirementHighlights the benefitsand rules of RothIRAs, Roth employerplans, and Rothconversions.

 

     

The Search forVolatility 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 FinancialE*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 and options on 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.

Please read the important disclosures below.

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.

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, please read the Characteristics and Risks of Standardized Options and the Risk Disclosure Statement for Futures and Options prior to applying for an account. 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 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.

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

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

© 2018 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