[January 12, 2018] |
|
E*TRADE to Host Education Day in Orlando
E*TRADE Financial Corporation (NASDAQ: ETFC) today announced it will
host an Education Day at the Hilton
Orlando Bonnet Creek in Orlando, FL on Saturday, January 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 24 specialized sessions.
-
Financial Consultants from the E*TRADE Orlando 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 four tracks and 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
|
|
|
8:00- 9:00 a.m.
|
|
|
|
Breakfast and Registration
|
|
|
9:00- 10:00 a.m.
|
|
|
|
The Value of a Stock Learn how fundamental indicators
can be used to analyze and compare stocks.
|
|
|
|
Getting Started with Options Explains the
basic concepts and definitions behind options.
|
|
|
|
Four Steps to Investing for a Financial
Goal Learn how to define goals and develop an appropriate
asset allocation for each.
|
|
|
|
Debit and Credit Spreads: Fine-Tuning
Risk See how to use multiple options to create
spreads with different risk profiles.
|
|
|
10:15- 11:15 a.m.
|
|
|
|
The Market for Stocks Learn exchanges, indexes,
market sectors, and frameworks for stock selection.
|
|
|
|
Using Options for Speculation 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.
|
|
|
|
Diagonal Spreads: Combining Call Strategies Learn
how buying calls and selling calls work together as an
options strategy.
|
|
|
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 strategies.
|
|
|
|
Investing for a More Tax-Efficient Retirement Discusses
how allocating investments and asset classes may add
more tax efficiency to your retirement income.
|
|
|
|
Using Options to Help Repair a Broken Stock
Position Learn how to use options to try to recover
from a long stock position that dropped.
|
|
|
1:30- 2:30 p.m.
|
|
|
|
Finding and Opening Your Trade See how to
use charts to identify patterns, indicators, and
trade signals.
|
|
|
|
Options for Protection 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 income-oriented portfolio.
|
|
|
|
Why Trade Futures Learn how futures may fit into
your trading strategy.
|
|
|
2:45- 3:45 p.m.
|
|
|
|
Managing and Exiting Your Trade Learn how
to use charts and checklists to manage risk, set price
targets, and exit trades.
|
|
|
|
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 Highlights
portfolio withdrawal techniques to help combat inflation
and market risk in retirement.
|
|
|
|
Futures Trading at E*TRADE Learn how to
view futures quotes, as well as other useful trading tips.
|
|
|
4:00- 5:00 p.m.
|
|
|
|
Introducing Options for Stock Traders Learn
the dynamic role options may play in your portfolio.
|
|
|
|
Iron Condors and Butterflies for Options
Income Learn an options income strategy that
combines two spreads to potentially produce a
credit.
|
|
|
|
Taking Advantage of Roth Accounts: Generating
Tax-Free Income in Retirement Highlights the
benefits and rules of Roth IRAs, Roth employer plans,
and Roth conversions.
|
|
|
|
The Search for Volatility Learn how
metrics like volatility percentile rankings can help you find
opportunities.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 [email protected]
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 (News - Alert), @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.
View source version on businesswire.com: http://www.businesswire.com/news/home/20180112005237/en/
[ Back To TMCnet.com's Homepage ]
|