E*TRADE Education Day—New York

In-Person Event
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Summary

Join us at Convene in New York City for E*TRADE Education Day—an exclusive full-day event with guest speakers from OptionsANIMAL designed to help you tackle the markets with even greater skill and confidence. Whether you're an active stock or options trader, you'll walk away with an array of actionable trading insights and ideas you can put to work today.

Choose from two tracks to create a customized agenda on topics like chart analysis, spread strategies, options income tactics, and much more. Know someone interested in attending? Feel free to bring a friend.

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Agenda

8:00 a.m. - 9:00 a.m.
Breakfast and Registration
9:00 a.m. - 10:00 a.m.
Chart analysis: The trend is your friend
Dave Whitmore

Charts are the primary tool of a technical trader—one who analyzes price trends to gain insight into potential market moves. In this session, we'll lay a foundation and examine the concepts of trend, support, resistance, moving averages, and patterns.

10:15 a.m. - 11:15 a.m.
Chart analysis: Confirmation and price targets
Rick Swope

When a trend change is signaled, the technician looks for confirmation in volume and technical indicators, and then weighs potential profit and risk with price targets and stop loss points.

11:30 a.m. - 12:30 p.m.
Rational trading: Having a plan and sticking to it
Rick Swope

Trading with a plan offers many benefits, the most important of which is dampening the emotional ride that speculative trading fosters. See how and why to treat your trading like a business, with a written plan that includes risk boundaries, profit targets, position sizing, and more.

12:30 p.m. - 1:30 p.m.
Lunch
1:30 p.m. - 2:30 p.m.
Finding ideas: Seeking stocks that fit the plan
Dave Whitmore

A trade idea can come from anywhere, but it shouldn't become a position without sound analysis of price trends and an appreciation for fundamental factors. In this session, we'll use E*TRADE tools and platforms to show how to find and analyze ideas for various trading strategies.

2:45 p.m. - 3:45 p.m.
Introduction to options
Rick Swope

Options are popular because they offer a wide range of flexible strategies for a stock trader. Get an overview of the basic concepts and terminology and see how they can be used to dial-in market risk and return.

4:00 p.m. - 5:00 p.m.
The Dynamic Collar: Presented by OptionsANIMAL
Greg Jensen, OptionsANIMAL

Greg Jensen will demonstrate how he uses options to manage risk in a stock portfolio associated with poor earnings announcements and with general stock market volatility. In this session, you’ll see how to target a specific return with strategies around portfolio management and earnings, and effectively manage stock positions as the market moves.

8:00 a.m. - 9:00 a.m.
Breakfast and Registration
9:00 a.m. - 10:00 a.m.
Using options for speculation
Shawn Howell

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

10:15 a.m. - 11:15 a.m.
The Greeks and how you can use them
Dave Whitmore

The so-called "Greeks" are a set of statistical measures calculated from options prices that are integral to understanding risk and potential outcomes in positions and portfolios. You'll learn how they are derived and how they can be interpreted and used strategically.

11:15 a.m. - 11:30 a.m.
Break
11:30 a.m. - 12:30 p.m.
The Art of The Covered Call: Presented by Options Animal
Greg Jensen, OptionsANIMAL

The covered call strategy objective is growth from stocks while also generating monthly premium by selling call options. In this session, we'll discuss different covered call dynamics like choosing stocks, strike prices, and expiration series based on your individual needs.

12:30 p.m. - 1:30 p.m.
Lunch
1:30 p.m. - 2:30 p.m.
Trading spreads, a leg-up strategy
Shawn Howell

Options spreads are positions with two or more “legs” that, when combined, can be created for bull, bear, or even neutral markets. Spreads allow traders to adjust for varying degrees of risk, reward and probability. In this session, learn how to get started trading spreads with two basic strategies: bull call spreads and bear put spreads.

2:45 p.m. - 3:45 p.m.
Iron condors for options income
Shawn Howell

An iron condor is an options strategy that offers an opportunity for premium income in a controlled-risk position. In this session, we will explain and explore the strategy and show you how to create iron condors.

4:00 p.m. - 5:00 p.m.
Getting the most from Power E*TRADE
Dave Whitmore

Power E*TRADE offers stock and options traders an intuitive platform to find and seize ideas. In this session, you’ll see how to build basic and advanced charts, analyze options prices, and run live scans.

Speakers

Rick Swope
Senior Strategist, Investor Education, E*TRADE Securities LLC
Dave Whitmore
Senior Strategist, Trader Education, E*TRADE Securities LLC
Shawn Howell
Senior Strategist, Investor Education, E*TRADE Securities LLC
Greg Jensen
Founder and CEO, OptionsANIMAL