Take your trading and investing to the next level

Join us at the Marriott Marquis Chicago for E*TRADE’s Education Day—a full-day event designed to help you tackle the markets with even greater skill and confidence. Whether you’re an active stock or options trader, a long-term investor, or somewhere in between, you’ll walk away with an array of
actionable insights and ideas you can put to work today.

Learn from pros

Customize your agenda with 22 sessions on topics ranging from active stock and options trading to retirement investing.

Download the app

Make this event a truly interactive experience. Participate in live polling, download presentations, view your agenda, and more.

Bring a friend

Know someone who’s interested in trading or investing? Feel free to bring them along.

Meet our team

E*TRADE Representatives and Financial Consultants will be on site all day to assist you

Trading

Investing

Options

Futures

8:00 a.m.–9:00 a.m. Registration and Breakfast

9:00 a.m.–10:00 a.m.

The Value of a Stock

Dave Whitmore

The cost of a stock and its value are two different things. In this presentation, you'll learn how company fundamentals of stock selection—earnings, growth, and valuation—can be used to help analyze and compare stocks. 

9:00 a.m.–10:00 a.m.

Four Steps to Investing for a
Financial Goal

Mike Cannizzaro

Learn the basic steps of investing, including how to define your goals and develop an appropriate asset allocation for each. Plus, learn how to select investments and monitor your portfolio as you work toward your goals.

9:00 a.m.–10:00 a.m.

Getting Started with Options

Rick Swope

Options continue to grow in popularity because they offer a wide range of flexible strategic approaches. Get an overview of the basic concepts and terminology of options to lay a foundation for today’s discussions.

 

10:00 a.m.–10:15 a.m. Break

10:15 a.m.–11:15 a.m.

The Market for Stocks

Dave Whitmore

With thousands of stocks out there, it can be hard to make sense out of the market. In this session you’ll learn about exchanges, indexes, and market sectors, and come away with a framework for stock selection.

10:15 a.m.–11:15 a.m.

Building a Portfolio with Mutual Funds and ETFs

Mike Cannizzaro

In this seminar, you’ll learn how to build a diversified portfolio with ETFs and mutual funds. Topics include understanding the similarities and differences of these investments and using E*TRADE tools to research and identify funds.

10:15 a.m.–11:15 a.m.

Using Options for Speculation

Shawn Howell

Options give investors the ability to speculate on bullish or bearish moves in a stock with defined risk while spending less money. In this session, learn what to consider when using options as a substitute for stock.

 

11:15 a.m.–11:30 a.m. Break

11:30 a.m.–12:30 p.m.

Using Stock Charts

Rick Swope

A stock chart shows the price history and fluctuation of a security. But going deeper, technical analysis can help indicate possible future price moves. In this session, you’ll learn the basics of chart analysis using E*TRADE charting tools.

11:30 a.m.–12:30 p.m.

Investing for a More Tax-efficient Retirement

Mike Cannizzaro

Are you considering the impact of taxes on your retirement?  Learn how allocating investments across different accounts and asset classes may increase tax-efficiency, which can potentially make your assets last longer in retirement.

11:30 a.m.–12:30 p.m.

Basic Options Income Strategies

Shawn Howell

There are a number of option strategies investors use to help generate income. In this session, we’ll introduce you to two basic income strategies that’ll help you get started with options trading right away.

11:30 a.m.–12:30 p.m.

Why Trade Futures

Daniel Gramza, Gramza Capital Management, Inc.

Futures can provide a wide range of potential benefits, including liquidity, tax savings, 24-hour trading, and reduced costs. In this session, you'll learn how futures may fit into your trading strategy.

12:30 p.m.–1:30 p.m. Lunch

1:30 p.m.–2:30 p.m.

Finding and Opening Your Trade

Rick Swope

Sophisticated investors always have a strategy. In this session, we’ll use charts to identify patterns, indicators, and trade signals, which may help you step into your trade once you’ve identified a stock.

1:30 p.m.–2:30 p.m.

Income Investments

Dave Whitmore

Learn the range of investment choices you have for an income-oriented portfolio. We’ll examine, compare, and contrast fixed income investments, common stock dividends, and alternative investments including REITs and MLPs.

1:30 p.m.–2:30 p.m.

Options for Protection

Shawn Howell

Options play an important role in the transfer of risk among investors. Certain positions help hedge against downside risk. Learn how put options may protect both individual stock positions and broad portfolios.

1:30 p.m.–2:30 pm.

Futures Trading at E*TRADE

Mike Mandich

Join us for a live demo of the E*TRADE futures trading platform. You'll learn how to view futures quotes, enter orders, as well as other useful trading tips.

2:30 p.m.–2:45 p.m. Break

2:45 p.m.–3:45 p.m.

Managing and Exiting Your Trade  

Rick Swope

Buying a stock can be the easy part. The harder part for traders is often determining when and how to sell. This session will show you how to use charts and checklists to manage risk, set price targets, and exit trades.

2:45 p.m.–3:45 p.m.

Paying Yourself in Retirement: Creating a Sustainable Withdrawal Plan

Mike Cannizzaro

Creating sustainable income is key for retirement. Learn portfolio withdrawal techniques to help combat inflation and market risk in retirement and how E*TRADE can assist with your income plan and Social Security maximization.

2:45 p.m.–3:45 p.m.

Using Spreads for Higher Probability Options Trades

Shawn Howell

Options spreads are positions with two or more “legs”, and when combined can increase the probability of success. Learn about spread trading with two basic strategies: bull call spreads and bear put spreads.

2:45 p.m.–3:45 p.m.

FANGs in the Crosshairs

Daniel Gramza, Gramza Capital Management, Inc.

More and more, investors are trading futures. In this session, you'll learn how they relate to FANG tech stocks, including capital requirements, tax efficiencies, and more.

3:45 p.m.–4:00 p.m. Break

4:00 p.m.–5:00 p.m.

Introducing Options for Stock Traders

Dave Whitmore

Options offer investors a wide range of strategies, from conservative to aggressive. Learn the basics of calls and puts, how option prices react to market moves, and the dynamic role options may play in your portfolio.

4:00 p.m.–5:00 p.m.

Taking Advantage of Roth Accounts: Generating Tax-Free Income in Retirement

Mike Cannizzaro

In this session, we’ll highlight the benefits and rules of Roth IRAs, Roth employer plans, and Roth conversions. You’ll learn whether using a Roth account to generate tax-free income makes sense for your retirement needs.

4:00 p.m.–5:00 p.m.

Advanced Options Income Strategies

Shawn Howell

Ready to learn more about options income strategies? We’ll go beyond the basics to cover strategies that offer a chance to create an options income portfolio with limited dollar risk and high probability outcomes.

4:00 p.m.–5:00 pm.

Trading Options on Futures

Daniel Gramza, Gramza Capital Management, Inc.

Learn about trading options on futures and how to potentially identify and manage directional futures options strategies.

Michael Cannizzaro

Senior Strategist, Investor Education, E*TRADE Securities

Michael Cannizzaro, CRPC®, CRPS®, RICP® is a Senior Strategist of Investor Education with E*TRADE Securities. Mike brings nearly 19 years of experience in the financial services industry with a concentrated focus on retirement planning, investing and savings. Mike conducts educational seminars for E*TRADE clients through monthly web-based presentations online, as well as at live regional events. His qualifications and perspective have been shaped by his previous work experiences as a Financial Advisor and in training and education roles. Mike holds licenses including: FINRA Series 24, 7, 63, 66, and Life and Health Insurance Licenses (NJ).

Dave Whitmore

Senior Strategist, Investor Education, E*TRADE Securities

Dave Whitmore is a Senior Strategist of Investor Education with E*TRADE Securities. Dave has been teaching investments and trading for more than twenty years. He has worked with thousands of investors, at events and online, and taught a wide range of topics, including technical analysis, stock fundamentals, stock selection, risk management, options, and exchange-traded funds. Dave holds an M.B.A. from New York University and a B.A. in business economics from the University of California at Santa Barbara. He lives in New Jersey with his wife and two children where he enjoys high school sports, competitive dance, golf, skiing, Jeopardy, jazz, and amateur ornithology.

Rick Swope

Senior Strategist, Investor Education, E*TRADE Securities

Rick Swope is a Senior Strategist of Investor Education with E*TRADE Securities. As a veteran in the industry, Rick has presented at hundreds of seminars across the U.S. and around the world. His expertise covers technical analysis, market strategy, and risk management. He has extensive media experience, including a regional PBS weekly show, a national PBS pledge program, and numerous radio and television appearances. He is the principal author of the Amazon best seller, Five Points for Trading Success (Wiley, 2007) and co-author of Trading By Numbers (Wiley, 2012). Rick’s teaching includes corporate training as well as six years as an adjunct engineering instructor. He studied in the disciplines of engineering, mathematics, operations research, and statistics. He is married with two children and resides in Atlanta, GA.

Shawn Howell

Senior Strategist, Investor Education, E*TRADE Securities

Shawn joins the E*TRADE education team after two decades as a trader, author, educator, and executive for some of the financial industry's leading brokerage and training firms, including Charles Schwab, Investools, and Thinkorswim Group. In 2009 Shawn co-founded Pro Market Advisors, E*TRADE's education partner for many years. In 2012 Shawn co-authored Trading by Numbers: Scoring Strategies for Every Market (Wiley).

Daniel M. Gramza

President, Gramza Capital Management, Inc. and DMG Advisors, LLC

Daniel M. Gramza is President of Gramza Capital Management, Inc. and DMG Advisors, LLC is a trader, consultant to domestic and international clients, an advisor to hedge funds and is a developer of futures, options, and ETF/ETC securities. He is a co-inventor of two issued security patents and a third security patent pending for new security products. He has published works in Australia, Europe, Japan, Singapore and the United States. Dan has made numerous on air appearances as a market analyst for the CME Group and has been quoted in various trading publications worldwide.  Daniel develops and presents worldwide public and private technical courses to traders from over 37 exchanges, 450 institutions, 4 regulators, 35 countries, provides free daily commentary viewed in over 150 countries and is an adjunct instructor for the CME Group, Singapore Exchange, DePaul University, and the Chicago Stock Exchange, amongst other institutions.

Michael Mandich

Active Trader Consultant, E*TRADE Securities

Mike Mandich joined E*TRADE as a result of the OptionsHouse merger in 2016 as an Active Trader Consultant. Much of his time at both firms has been spent educating clients on advanced options tools and derivatives strategies. Prior to working in the active trader space, Mike served as a financial advisor and primarily focused on recommending equities and fixed income investments to high net worth individuals. He currently holds the Series 3, 7, and 63 licenses and has a B.A in Business Marketing from the Kelley School of Business at Indiana University. In his free time, Mike enjoys golfing, bowling, and learning to play new songs on the piano. He is also a big space and science enthusiast.