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 Boston Marriott Copley Place in Boston, MA on Saturday, September 9, 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 18 specialized sessions.
• Financial Consultants from E*TRADE’s Boston branch and members of E*TRADE’s Active Trader Team will be on-site all day to answer questions about investing, retirement planning, derivatives trading, and more.
• 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

8:00–9:00 a.m.

      Breakfast and Registration

9:00–10:00 a.m.

     

The Value of a StockLearn how fundamentalindicators can be used toanalyze and comparestocks.

 

     

Getting Started withOptionsExplains the basicconcepts and definitionsbehind options.

 

     

Four Steps to Investing for aFinancial GoalLearn how to define goals anddevelop an appropriate assetallocation for each.

 

10:15–11:15 a.m.

 

     

The Market for StocksLearn exchanges, indexes,market sectors, andframeworks for stockselection.

 

     

Using Options forSpeculationDiscover what to considerwhen using options as asubstitute for stock.

 

     

Building a Portfolio withMutual Funds and ETFs

Learn how to create adiversified portfolio with ETFsand mutual funds.

11:30 a.m.–12:30 p.m.

     

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

 

     

Basic Options IncomeStrategiesUnderstand two incomestrategies for optionstrading.

 

     

Investing for a More Tax-efficient RetirementDiscusses how allocatinginvestments and asset classesmay add more tax efficiency toyour retirement income.

 

1:30–2:30 p.m.      

Finding and OpeningYour TradeSee how to use charts toidentify patterns,indicators, and tradesignals.

 

     

Options for ProtectionLearn how to useprotective put options todevelop a broad approachto managing risk.

 

     

Income InvestmentsLearn the range of investmentchoices you have for anincome-oriented portfolio.

 

2:45–3:45 p.m.      

Managing and ExitingYour Trade

Learn how to use chartsand checklists to managerisk, set price targets, andexit trades.

     

Using Spreads forHigher ProbabilityOptions TradesLearn about spread tradingwith two basic strategies:bull call spreads and bearput spreads.

 

     

Paying Yourself inRetirement: Creating aSustainable Withdrawal PlanHighlights portfolio withdrawaltechniques to help combatinflation and market risk inretirement.

 

4:00–5:00 p.m.

 

     

Getting Started withOptionsExplains the basicconcepts and definitionsbehind options.

 

     

Advanced OptionsIncome StrategiesLearn how to create anoptions income portfoliowith limited dollar risk andhigh probability outcomes.

 

     

Taking Advantage of RothAccounts: Generating Tax-free Income in RetirementHighlights the benefits and rulesof Roth IRAs, Roth employerplans, and Roth conversions.

 

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 Securities LLC futures 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 content provided by E*TRADE Securities is 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.

Financial Consultants are dually registered with E*TRADE Securities, a registered broker-dealer, and E*TRADE Capital Management, LLC, a Registered Investment Adviser, and may offer services that are either one-time commission based or ongoing fee-based advisory services.

Important Notices

E*TRADE Financial, E*TRADE, the E*TRADE logo, and OptionsHouse 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