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 Sheraton Grand Hotel in Los
Angeles on Saturday, January 21, 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 19 specialized sessions.
- Financial Consultants from E*TRADE’s
Brentwood, Los Angeles, and Torrance branches, along with 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.–5:00 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)
Stocks Track Options Track
Retirement Track
9:00–10:00 a.m.
What is a Stock Worth?¹
Explains essential factors in fundamental
analysis and stock valuation.
Getting Started with Options²
Explains the basic concepts and
definitions behind options.
Introduction to Diversification and Portfolio
Management¹
Discusses the importance of creating the
right allocation for your portfolio.
10:10–11:10 a.m.
What Does a Stock Chart Tell Us?¹
Explains the basic principles of technical
chart analysis.
Writing Covered Calls¹
This interactive session details the
covered calls options strategy.
Getting Started with Retirement Accounts¹
Discusses IRAs, retirement plans for
self-employed individuals, distribution options for job changers,
and more.
11:20 a.m.–12:00 p.m.
Searching for Stocks at E*TRADE¹
Demonstrates how to research
profitability, growth, valuation, and analyze technical
conditions.
Options Prices in the Real World²
Explores the relationships between price,
time, volatility, and liquidity in options markets.
Create Your Retirement Outlook at E*TRADE¹
Walks through E*TRADE's Retirement
Planning Calculator and shows you how to track your retirement
goals.
1:00–2:00 p.m.
Creating Your Trading Plan²
Explains elements of a systematic trading
strategy: the goal, stake, risk, timing, tools, and tactics.
Options Trading at E*TRADE: Tools & Information¹
Demonstrates options chains, strategy
analysis tools, idea screeners, and order functionality.
Investing for a More Tax-Efficient Retirement¹
Discusses how allocating investments and
asset classes may add more tax-efficiency to your retirement
income.
2:10–3:10 p.m.
Finding and Selecting Stocks²
Illustrates a systematic approach to
assessing market conditions and finding potential stocks in which
to invest.
Introduction to Options Spreads²
Demonstrates the tradeoffs and outcomes in
four spread types: bull call spreads, bull put spreads, bear call
spreads, and bear put spreads.
Taking Advantage of Roth Accounts¹
Highlights the benefits and rules of Roth
IRAs, Roth employer plans, and Roth conversions.
3:20–4:20 p.m.
Entry, Exit, and Risk Management²
Explains how to determine the size of your
trade, identify entry and exit prices, and use basic and advanced
order types to establish positions and manage risk.
Advanced Options Income with Iron Condors and
Butterflies²
Explains the underlying theory of iron
condors and butterflies—and shows you how to implement and manage
these positions.
Introduction to Diversification and Portfolio
Management¹
Discusses the importance of creating the
right allocation for your portfolio, and the basic steps to build
your portfolio over time.
4:30–5:00 p.m.
Introducing E*TRADE Pro1,3
Demonstrates how to personalize E*TRADE’s
advanced trading platform, and the charts, market data, order
management, and idea tools available.
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). 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.
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 given by E*TRADE Securities are for educational
purposes only. This information neither is, nor should be
construed, as an offer, or a solicitation of an offer, to buy or
sell securities by E*TRADE Securities. 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.
2. This material is being provided to you for educational
purposes only. The content has been written by and will be
presented 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 if its affiliates. E*TRADE Financial
Corporation and its affiliates are not responsible for the content.
Neither E*TRADE Financial Corporation nor any of its affiliates is
affiliated with the third party providing this content. 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.
3. The E*TRADE Pro trading platform is available at no
additional charge to customers who execute at least 30 stock or
options trades during a calendar quarter or maintain a brokerage
account balance of at least $250,000.
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.
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.
Diversification and Asset Allocation do not ensure profit or
protect against loss in declining markets.
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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