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 San Diego Marriott La Jolla in La Jolla on Saturday, March 25, 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 16 specialized sessions.
• Financial Consultants from E*TRADE’s La Jolla branch and 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.– 4:30 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)       Trading Track       Options Track       Investing Track    

9:00–10:00 a.m.

     

Introduction to Markets and Trading¹Learn how technical analysis may help you identify investment opportunities.

     

Getting Started with Options²Explains the basic concepts and definitions behind options.

     

Introduction to Diversification and Portfolio Management¹Discusses the importance of creating the right allocation for your portfolio.

   

10:15–11:15 a.m.

     

What is a Stock Worth?¹Explains essential factors in fundamental analysis and stock valuation.

     

Limiting Risk and Maximizing Reward Using Calls and Puts²Discover how calls and puts can be used as replacements for stock positions.

     

Building a Portfolio with Funds¹Learn how to construct a portfolio tailored to your investment objectives and time horizon.

   

11:30 a.m.-12:15 p.m.

     

Identifying Entries and Exits with Trend-Following Indicators²Discover how to use technical indicators to define your trading strategy and help manage risk.

     

Generating Income with Covered Calls¹Learn how to use covered calls to generate potential income.

     

Investing for a More Tax-Efficient Retirement¹Discusses how allocating investments and asset classes may add more tax efficiency to your retirement income.

   

1:15–2:15 p.m.

     

Applying Price Patterns to Identify Trading Opportunities²See how to identify and apply price patterns.

     

Buying Stocks at a Discount with Cash-secured Puts²Learn how to apply this strategy when buying stocks, and generate potential income.

     

Finding Undervalued Stock¹Learn how to conduct a do-it-yourself approach to value investing.

   

2:30–3:30 p.m.

     

Getting Started with Options¹Explains the basic concepts and definitions behind options.

     

Protecting Stocks and Portfolios with Puts²Learn how to use protective strategies with put options and develop a broad approach to managing risk.

     

Taking Advantage of Roth Accounts¹Highlights the benefits and rules of Roth IRAs, Roth employer plans, and Roth conversions.

   

3:45–4:30 p.m.

     

A Look at Current Market Trends¹Learn how to develop a holistic, top-down approach to using price charts to support your trading 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 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) and OptionsHouse (Member FINRA/SIPC/NFA). 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. 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.

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 provided by E*TRADE Securities are for educational purposes only and is not an individualized recommendation. 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.

2. The material provided by E*TRADE Securities is for educational purposes only and is not an individualized recommendation. This has been written 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 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, 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.

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