E*TRADE to Host Education Day in San Francisco

Complimentary education open to investors and traders of all experience levels

SAN FRANCISCO--()--E*TRADE Financial Corporation (NASDAQ:ETFC) today announced it will host an Education Day at the Palace Hotel in San Francisco on Saturday, April 8, 2017 from 8:00 a.m. to 4:30 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 16 specialized sessions.
  • Financial Consultants from E*TRADE’s San Francisco branch and members of E*TRADE’s Active Trader Team will be on-site all day to answer questions about investing, retirement planning, options 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  

9:00 a.m.

      Breakfast and Registration  

10:00 a.m.


Introduction to Markets
and Trading

Learn how technical
analysis may help you
identify investment



Getting Started with

Explains the basic
concepts and definitions
behind options.


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



11:15 a.m.



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


Strategic Considerations
When Buying Options
Discover how calls and
puts can be used as
replacements for stock



Building a Portfolio with

Learn how to construct a
portfolio tailored to your
investment objectives and time



11:30 a.m.–
12:30 p.m.


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



Generating Potential
Income with Covered

Understand covered call
writing and how to place a
covered call trade.


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


2:30 p.m.


Applying Price Patterns
to Identify Trading

See how to identify and
apply price patterns.


Buying Stocks at a
Discount with Cash-
secured Puts

Learn how to apply this
strategy when buying
stocks, and generate
potential income.



Finding Undervalued Stocks
Learn how to conduct a do-it-
yourself approach to value


3:45 p.m.


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



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



Taking Advantage of Roth
Accounts: Generating Tax-
Free Income in Retirement
Highlights the benefits and rules
of Roth IRAs, Roth employer
plans, and Roth conversions.



4:30 p.m.



A Look at Current Market Trends
Learn 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 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 online brokerage and banking products and services to retail customers. Securities products and services are offered by E*TRADE Securities LLC (Member FINRA/SIPC/NFA) and OptionsHouse (Member FINRA/SIPC/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. 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.

The material provided by E*TRADE Securities or by a third party not affiliated with E*TRADE Financial Corporation or any of its affiliates 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 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, a Registered Investment Adviser, 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, 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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