E*TRADE to Host Education Day in Manhattan Beach

Business Wire 12-Oct-2018 4:05 PM

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 westdrift Manhattan Beach on Saturday, October 20, 2018, 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 19 specialized sessions.
  • Financial Consultants from local E*TRADE branches, members of the E*TRADE Trader Service Team, and Futures Specialists from E*TRADE will be on-site all day to answer questions about investing, retirement planning, and derivatives and futures trading.
  • E*TRADE welcomes anyone to join, whether or not they are an E*TRADE customer.

Sessions run concurrently across three tracks, along with an additional lunch-and-learn session dedicated to futures. Sessions range from investing and futures basics to advanced options strategies. Investors and traders can attend 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.


First Things First: Intro tothe Stock MarketLearn how the market worksand some keyfactors you should knowbefore you start trading.


Getting Started with OptionsLearn the basics of optionstrading and commonterminology to help lay afoundation for the rest of thistrack.


Building a Balanced Portfolio for Every Life StageDiscover some key factors tohelp you decide on an assetallocation for your financialsituation using E*TRADE tools.


10:15–11:15 a.m.



The Trend Is Your Friend:Using Stock ChartsBreak down the basics soyou can make the most ofthese powerful technicalanalysis techniques.


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


Achieving Diversification withMutual Funds and ETFsLearn how to build a diversifiedportfolio with these investmentsand the attributes of each.


11:30 a.m.–12:30 p.m.


Opportunity Knocks: Finding Stock IdeasLearn how to identifyopportunities that matchyour outlook, goals, andrisk tolerance


Basic Options IncomeStrategiesGet started trading optionswith an introduction to twobasic income strategies.


Allocating Investments for a More Tax-Efficient RetirementExplore how allocatinginvestments and asset classesmay add more tax efficiency toyour retirement income.


12:30–1:30 p.m.


Lunch-and-Learn Session:Introduction to FuturesExplore the basics of futures trading and how they can be used to help diversify your portfolio.



1:30–2:30 p.m.


Strike: Opening Your TradeExplore how to place stockand options orders withE*TRADE and look atseveral profit-seekingstrategies for bull markets.


Using Spreads to LowerEquity RiskLearn about spread tradingwith two basic strategies: bullcall spreads and bear putspreads.


Beyond Retirement: Beneficiary Planning and theStretch IRAUnderstand the impact abeneficiary choice can have onyour retirement accounts, andhow to streamline the processfor your heirs.


2:45–3:45 p.m.


Protect: Managing Your TradeLearn how to use pricecharts to set profit targetsand loss limits. We'll alsoexplore managing trade risk.


Iron Condors for OptionsIncomeLearn about iron condors—anoptions strategy that offers anopportunity for premiumincome in a controlled-riskposition.


Paying Yourself in Retirement:Creating a Sustainable Withdrawal PlanExplore portfolio withdrawaltechniques that may helpcombat inflation and market riskin retirement.


4:00–5:00 p.m.


Complete: Exiting Your TradeExplore strategies forselling your stock and howto use conditional orders toclose a trade, includingtrailing stop orders.


Tools for Options TradersSee a demonstration of thecore options trading toolsfrom E*TRADE, along with alook at some of the moreadvanced tools.


Protecting Investments with OptionsLearn how options can be used tohedge risk on an individual stockposition or an overall portfoliowhile trying to accomplishinvestment goals.


Visit the E*TRADE Education Day site for registration details.

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 and options on 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, and RIA custody solutions are offered by E*TRADE Savings Bank, both of which are national federal savings banks (Members FDIC). More information is available at www.etrade.com.

Please read the important disclosures below.

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.

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, please read the Characteristics and Risks of Standardized Options and the Risk Disclosure Statement for Futures and Options prior to applying for an account. View the E*TRADE Futures LLC 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 material provided by E*TRADE Financial Corporation or any of its direct or indirect subsidiaries (E*TRADE) or by a third party not affiliated with E*TRADE 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, and E*TRADE is 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 herein or to engage in any specific investment strategy by E*TRADE.

Important Notices

E*TRADE Financial, E*TRADE, and the E*TRADE logo are trademarks or registered trademarks of E*TRADE Financial Corporation. ETFC-G

© 2018 E*TRADE Financial Corporation. All rights reserved.

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