E*TRADE to Host Education Day in Atlanta – Business Wire (press release)

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ATLANTA–(BUSINESS WIRE)–E*TRADE Financial Corporation (NASDAQ:ETFC) today announced it will host an Education Day at the Westin Buckhead in Atlanta, Georgia, on Saturday, March 3, 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 the E*TRADE Atlanta branch, members of the E*TRADE Active Trader team, and Futures Specialists from E*TRADE and CME Group will be on-site all day to answer questions about investing, retirement planning, derivatives trading, 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 any sessions across all tracks:


Time (ET)

      Trading Track       Options Track       Investing Track      

Advanced Options
and Futures Track


9:00 a.m.


Breakfast and Registration


10:00 a.m.


The Value of a Stock
Learn how
indicators can be
used to analyze and
compare stocks.


Getting Started
with Options
Learn the basic
concepts and
definitions behind


Four Steps to
Investing for a
Financial Goal
Learn how to define
goals and develop an
appropriate asset
allocation for each.


11:15 a.m.


The Market for
Learn exchanges,
indexes, market
sectors, and
frameworks for stock


Using Options for

Discover what to
consider when using
options as a

substitute for stock.


Building a Portfolio
with Mutual Funds
and ETFs
Learn how to create a
diversified portfolio
with these
investments and the
attributes of each.


11:30 a.m.–
12:30 p.m.


Using Stock Charts
Discover the basics of
chart analysis using
E*TRADE tools.


Basic Options
Income Strategies
Get started trading options with these
two income


Allocating for a More
Discusses how
allocating investments
and asset classes
may add more tax
efficiency to your
retirement income.


1:30 p.m.




Lunch and Learn
Why Trade
Futures and
Options on
Learn how futures
may fit into your
trading strategy.


2:30 p.m.


Finding and
Opening Your Trade
See how to use
charts to identify
patterns, indicators,
and trade signals.


Options for
Learn how to use
protective put
options to develop a
broad approach to
managing risk.


Income Investments
Learn the range of
investment choices
you have for an


3:45 p.m.


Managing and
Exiting Your Trade
Learn how to use
charts and checklists to
manage risk, set
price targets, and exit


Using Spreads for
Higher Probability
Options Trades
Learn about spread trading with two
basic strategies: bull
call spreads and
bear put spreads.


Paying Yourself in
Retirement: Creating
a Sustainable
Withdrawal Plan
Explore portfolio
withdrawal techniques
to help combat
inflation and market
risk in retirement.


5:00 p.m.


Getting Started with
Learn the basic
concepts and
definitions behind


Tools for Options
See a demonstration
of the core options
trading tools from
E*TRADE, along
with a look at some
of the more
advanced tools.


Taking Advantage of
Roth Accounts:
Generating Tax-Free
Income in
Understand the benefits
and rules of
Roth IRAs, Roth
employer plans, 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 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, a Federal savings bank, Member FDIC, or its subsidiaries. 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 Securities or E*TRADE Futures, or by a third party not affiliated with E*TRADE Financial Corporation or any of its affiliates direct or indirect subsidiaries (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.

E*TRADE and CME Group Inc. are separate and unaffiliated companies.

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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