Market Overview

E*TRADE to Host Education Day in Seattle

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Complimentary education open to investors and traders of all
experience levels

E*TRADE Financial Corporation (NASDAQ:ETFC) today announced it will host
an Education Day at the Hyatt Regency Bellevue in Seattle, Washington,
on Saturday, September 8, 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 Seattle-area E*TRADE branches, 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, and derivatives 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 sessions across all tracks:

                             
 

Time
(PT)

 

      Trading Track       Options Track       Investing Track  
 

8:00–
9:00
a.m.

 

      Breakfast and Registration  
 

9:00–
10:00
a.m.

     

First Things First: Intro
to the Stock Market
Learn
how the market
works and key factors you
should know
before you
start trading.

 

     

Getting Started with Options
Learn the basics of
options
trading and common
terminology to help lay a
foundation
for the rest of this
track.

 

     

Building a Balanced
Portfolio for Every Life
Stage
Discover
how to decide on an
asset allocation for your
financial
situation using
E*TRADE tools.

 

 
 

10:15–
11:15
a.m.

 

     

The Trend Is Your Friend:
Using Stock Charts
Break
down the basics so
you can make the most of
these
powerful technical
analysis techniques.

 

     

Using Options for Speculation
Discover what to consider
when
using options as a
substitute for stock.

 

     

Achieving Diversification
with Mutual Funds and
ETFs
Learn
how to build a
diversified portfolio with these
investments
and the
attributes of each.

 

 
 

11:30
a.m.–
12:30
p.m.

     

Opportunity Knocks:
Finding Stock Ideas
Learn
how to identify
opportunities that match
your outlook,
goals, and
risk tolerance

 

     

Basic Income Strategies
Get started trading options
with
an introduction to two
basic income strategies.

 

     

Allocating for a More
Tax-Efficient Retirement
Explore
how allocating
investments and asset
classes may add
more tax
efficiency to your retirement
income.

 

 
 

12:30–
1:30
p.m.

     

Lunch-and-Learn Session:

 

Volatility in Perspective

Learn about market volatility and why it picked up in early 2018.

 

 
 

1:30–
2:30
p.m.

     

Strike: Opening Your Trade
Explore how to place a
trade
with E*TRADE and
look at several profit-
seeking
strategies for bull
markets, including buying
the stock
and trading call
options.

 

     

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

 

     

Beyond Retirement:
Beneficiary Planning and
the
Stretch IRA

Understand the impact a
beneficiary
choice can have
on your retirement accounts,
and how to
streamline the
process for your heirs.

 

 
 

2:45–
3:45
p.m.

     

Protect: Managing Your
Trade
Learn how to
use price
charts to set profit targets
and loss limits.
We'll also
explore managing trade
risk.

 

     

Iron Condors for Options
Income
Learn
about iron condors—an
options strategy that offers an
opportunity
for premium
income in a controlled-risk
position.

 

     

Paying Yourself in
Retirement: Creating a
Sustainable
Withdrawal

Plan
Explore portfolio withdrawal
techniques
to help combat
inflation and market risk in
retirement.

 

 
 

4:00–
5:00
p.m.

 

     

Complete: Exiting Your
Trade
Explore
strategies for
selling your stock, how to
use
conditional orders to
close a trade, and why you
may
consider trailing stops.

 

     

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

 

     

Protecting Investments with
Options
Learn
how options can be
used to hedge risk with
individual
stock positions or an
overall portfolio while trying to
accomplish
investment goals.

 

 
                   

Visit the E*TRADE Education
Day site
for registration details.

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, and RIA custody solutions are
offered by E*TRADE Savings Bank, both of which are national federal
savings banks (Members FDIC). 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 Financial Corporation or any of its
direct or indirect subsidiaries (E*TRADE) or by a third party not
affiliated with 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.

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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