Complimentary education offered to investors
and traders of all experience levels
E*TRADE Financial Corporation (NASDAQ:ETFC) today announced it
will host an Education Day at The Phoenician in Scottsdale on
Saturday, December 3, 2016. The day 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
Scottsdale branch and members of E*TRADE’s Options and Futures
Specialist Team will be on site all day to answer questions about
investments, retirement planning, options trading, and more.
- Education Day sessions run from 9:00
a.m.–5:00 p.m.
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)
Track A Track B Track C
9:00–10:00 a.m.
What is a Stock Worth?1
Explains essential factors in fundamental
analysis and stock valuation, including company size,
profitability, and growth.
Getting Started with
Options2
Explains the basic concepts and
definitions behind options.
Getting Started with Retirement
Accounts1
Discusses IRAs, retirement plans for
self–employed individuals, distribution options for job changers,
and more.
10:10–11:10 a.m.
What Does a Stock Chart Tell
Us?1
Explains the basic principles of technical
chart analysis, including trend lines, moving averages, support and
resistance, momentum, and more.
Strategic Considerations for Options
Buyers2
Discusses effective options trading and
how to balance potential risks and rewards.
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.
11:20 a.m.–12:00 p.m.
Researching Stocks at
E*TRADE1
Demonstrates how to research
profitability, growth, valuation, and analyze technical conditions
such as trend, momentum, and sentiment, using analyst reports and
quantitative research data.
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 determine whether you're
on track to reach 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
across different account types 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. Discusses the role that company fundamentals and
technical analysis can play, and why timeframe and risk tolerance
should be considered.
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.
Writing Covered Calls1
Details the covered calls options
strategy, and reviews E*TRADE’s Covered Call Trading Guide, which
lays out an easy, step-by-step checklist for making covered call
trades.
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.
All sessions are described in our comprehensive PDF agenda.
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, an 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.
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.
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.
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
© 2016 E*TRADE Financial Corporation. All rights reserved.
View source
version on businesswire.com: http://www.businesswire.com/news/home/20161201006413/en/
E*TRADE Media
RelationsThayer Fox,
646-521-4418thayer.fox@etrade.comorE*TRADE
Investor RelationsBrett Goodman,
646-521-4406ir@etrade.com
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