- Investors and traders can tailor their own experience from a selection of 19 specialized sessions.
- Financial Consultants from the E*TRADE La Jolla branch, 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, derivatives trading, and futures trading.
- E*TRADE welcomes anyone to join, whether or not they are an E*TRADE customer.
|Time (PT)||Trading Track||Options Track||Investing Track|
|8:00-9:00 a.m.||Breakfast and Registration|
|9:00-10:00 a.m.||The Value of a StockLearn how fundamentalindicators can be used toanalyze and compare stocks.||Getting Started with OptionsLearn the basic concepts anddefinitions behind options.||Four Steps to Investing for a Financial GoalLearn how to define goals anddevelop an appropriate assetallocation for each.|
|10:15-11:15 a.m.||The Market for StocksLearn about exchanges,indexes, market sectors,and frameworks for stockselection.||Using Options for SpeculationDiscover what to consider whenusing options as a substitutefor stock.||Building a Portfolio with Mutual Funds and ETFsLearn how to create a diversifiedportfolio with these investmentsand the attributes of each.|
|11:30 a.m.-12:30 p.m.||Using Stock ChartsDiscover the basics of chartanalysis using E*TRADE tools.||Basic Options Income StrategiesGet started trading options withthese two income strategies.||Allocating for a More Tax-Efficient RetirementDiscusses how allocatinginvestments and asset classesmay add more tax efficiency toyour retirement income.|
|12:30-1:30 p.m.||Lunch-and-Learn Session: Why Trade Futures and Options on FuturesLearn how futures may fit into your trading strategy.|
|1:30-2:30 p.m.||Finding and Opening Your TradeSee how to use charts toidentify patterns, indicators, andtrade signals.||Options for ProtectionLearn how to use protective putoptions to develop a broadapproach to managing risk.||Finding Stocks for InvestmentLearn how to search for a varietyof stock, with a focus on findingstocks for longer-term portfolios.|
|2:45-3:45 p.m.||Managing and Exiting Your TradeLearn how to use charts andchecklists to manage risk, setprice targets, and exit trades.||Using Spreads for Higher Probability Options TradesLearn about spread trading withtwo basic strategies: bull callspreads and bear put spreads.||Paying Yourself in Retirement: Creating a Sustainable Withdrawal PlanExplore portfolio withdrawaltechniques to help combatinflation and market risk inretirement.|
|4:00-5:00 p.m.||Getting Started with OptionsLearn the basic concepts anddefinitions behind options.||Tools for Options TradersSee a demonstration of the coreoptions trading tools fromE*TRADE, along with a look atsome of the more advancedtools.||Taking Advantage of Roth Accounts: Generating Tax-Free Income in RetirementUnderstand the benefits andrules of Roth IRAs, Rothemployer plans, and Rothconversions.|
The material provided by E*TRADE Securities 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 Gramza Capital Management, 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.