ETFC E TRADE Financial Corporation

Worried about the impact of taxes on your retirement? Unsure how to start investing for income? Need help understanding when to claim Social Security? E*TRADE has a complimentary seminar that could help.

E*TRADE Financial Corporation (NASDAQ: ETFC) today announced it will host its seventh annual Retirement Day on Tuesday, March 6, 2018. The day offers a number of complimentary events for investors interested in learning more about pursuing retirement goals. Retirement Day events run from 11:00 a.m. to 6:15 p.m. ET, and attendees can join any or all sessions.

Topics will explore everything from retirement income planning and Social Security to tax-efficient asset allocation. Specific sessions include:

      Time (ET)   Seminar Title 11:00 a.m.–12:00 p.m.   Allocating for a More Tax-Efficient Retirement

Mike Cannizzaro, Senior Strategist, Investor Education at E*TRADE Securities

12:15–1:15 p.m.   Portfolio Ideas for Different Life Stages

Rob Kron, Head of Investment and Retirement Education at BlackRock and Karen Schenone, CFA and Fixed Income Strategist at BlackRock

1:30–2:30 p.m.   Investing for Dividend and Interest Income

Dave Whitmore, Senior Strategist, Trader Education at E*TRADE Securities

2:45–3:45 p.m.   Paying Yourself in Retirement: Creating a Sustainable Withdrawal Plan

Mike Cannizzaro, Senior Strategist, Investor Education at E*TRADE Securities

4:00–5:00 p.m.   Transforming Social Security into a Winning Retirement Strategy

Jennifer Taboada, Head of Social Security Consulting at BlackRock

5:15–6:15 p.m.   Protecting Investments with Options

Shawn Howell, Senior Strategist, Investor Education at E*TRADE Financial

 

All events are complimentary and open to investors of all experience levels. Visit the E*TRADE Retirement Day site for registration details and a full schedule of events. Members of the media interested in attending should email mediainq@etrade.com to register.

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 trading and investing insight 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 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: Options transactions are intended for sophisticated investors and are complex, carry a high degree of risk, and are not suitable for all investors. For more information, please read the Characteristics and Risks of Standardized Options prior to applying for an account.

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 Blackrock, Inc. 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

© 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