E*TRADE To Host Scottsdale Education Day

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 Options 2

Explains the basic concepts and definitions behind options.

Getting Started with Retirement Accounts 1

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 Buyers 2

Discusses effective options trading and how to balance potential risks and rewards.

Introduction to Diversification and Portfolio Management 1

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*TRADE 1

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 World 2

Explores the relationships between price, time, volatility, and liquidity in options markets.

Create Your Retirement Outlook at E*TRADE 1

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 Plan 2

Explains elements of a systematic trading strategy: the goal, stake, risk, timing, tools, and tactics.

Options Trading at E*TRADE: Tools & Information 1

Demonstrates options chains, strategy analysis tools, idea screeners, and order functionality.

Investing for a More Tax-Efficient Retirement 1

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 Stocks 2

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 Spreads 2

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 Accounts 1

Highlights the benefits and rules of Roth IRAs, Roth employer plans, and Roth conversions.

3:20-4:20 p.m.

Entry, Exit, and Risk Management 2

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 Butterflies 2

Explains the underlying theory of iron condors and butterflies—and shows you how to implement and manage these positions.

Writing Covered Calls 1

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 Pro 1,3

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.

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