- 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.
|Time (ET)||Trading Track||Options Track||Investing Track||Advanced Options and Futures Track|
|8:00-9:00 a.m.||Breakfast and Registration|
|9:00-10:00 a.m.||The Value of a StockLearn howfundamentalindicators can beused to analyze andcompare stocks.||Getting Started with OptionsLearn the basicconcepts anddefinitions behindoptions.||Four Steps to Investing for a Financial GoalLearn how to definegoals and develop anappropriate assetallocation for each.|
|10:15-11:15 a.m.||The Market for StocksLearn exchanges,indexes, marketsectors, andframeworks for stockselection.||Using Options for Speculation Discover what toconsider when usingoptions as a substitute for stock.||Building a Portfolio with Mutual Funds and ETFsLearn how to create adiversified portfoliowith theseinvestments and theattributes of each.|
|11:30 a.m.-12:30 p.m.||Using Stock ChartsDiscover the basics ofchart analysis usingE*TRADE tools.||Basic Options Income StrategiesGet started trading options with thesetwo incomestrategies.||Allocating for a More Tax-Efficient RetirementDiscusses howallocating investmentsand asset classesmay add more taxefficiency to yourretirement income.|
|12:30-1:30 p.m.||Lunch||Lunch and Learn Session: Why Trade Futures and Options on FuturesLearn how futuresmay fit into yourtrading strategy.|
|1:30-2:30 p.m.||Finding and Opening Your TradeSee how to usecharts to identifypatterns, indicators,and trade signals.||Options for ProtectionLearn how to useprotective putoptions to develop abroad approach tomanaging risk.||Income InvestmentsLearn the range ofinvestment choicesyou have for anincome-orientedportfolio.|
|2:45-3:45 p.m.||Managing and Exiting Your TradeLearn how to usecharts and checklists tomanage risk, setprice targets, and exittrades.||Using Spreads for Higher Probability Options TradesLearn about spread trading with twobasic strategies: bullcall spreads andbear put spreads.||Paying Yourself in Retirement: Creating a Sustainable Withdrawal PlanExplore portfoliowithdrawal techniquesto help combatinflation and marketrisk in retirement.|
|4:00-5:00 p.m.||Getting Started with OptionsLearn the basicconcepts anddefinitions behindoptions.||Tools for Options TradersSee a demonstrationof the core optionstrading tools fromE*TRADE, alongwith a look at someof the moreadvanced tools.||Taking Advantage of Roth Accounts: Generating Tax-Free Income in RetirementUnderstand the benefitsand rules ofRoth IRAs, Rothemployer plans, andRoth conversions.|
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.