E*TRADE to Host Annual Retirement Day

Wondering what the market may have in store this year? Taxes on your
investments got you down?

Unsure how to start investing? E*TRADE has a complimentary seminar
that could help.

NEW YORK–(BUSINESS WIRE)–E*TRADE Financial Corporation (NASDAQ: ETFC) today announced it will
host its sixth annual Retirement
Day
on Tuesday, March 7, 2017. The day offers a number of
complimentary events for investors interested in learning more about
pursuing retirement goals. Retirement Day events run from 12:00 to 6:00
p.m. ET and include:

  • A keynote webcast at 12:00 p.m. ET featuring John Tousley, Head of
    Market Strategy, Strategic Advisory Solutions at Goldman Sachs Asset
    Management
  • Live online sessions throughout the day on key topics on the market
    and investing for retirement

Retirement Day topics will explore everything from today’s market
outlook and Social Security, to tax-efficient retirement investing.
Specific sessions include:

Time (ET)   Seminar Title
12:00–1:00 p.m.  

KEYNOTE WEBCAST: 2017 Market Outlook: Today and the Year Ahead

Featuring:

John Tousley, Head of Market Strategy, Strategic Advisory
Solutions at Goldman Sachs Asset Management

 

Moderator: Mike Cannizzaro,
Senior Strategist, Investor Education at E*TRADE Securities

1:15–2:15 p.m.   Four Steps to Investing for a Financial Goal

Mike Cannizzaro, Senior Strategist, Investor Education at E*TRADE
Securities

2:30–3:30 p.m.   Making Government Benefits Work for You: Understanding Social
Security and Medicare

Jennifer Taboada, Head of Social Security Consulting at BlackRock

3:45–4:45 p.m.   Investing for a More Tax-Efficient Retirement

Mike Cannizzaro, Senior Strategist, Investor Education at E*TRADE
Securities

5:00–6:00 p.m.   How You Can Use Options in a Retirement Account

Dave Whitmore, Senior Strategist, Trader Education at E*TRADE
Securities

All events are complimentary and open to investors of all experience
levels. Visit the E*TRADE Retirement
Day site
for registration details and a full schedule of events.
Members of the media interested in joining should email Mediainq@etrade.com
to register.

E*TRADE helps investors balance today’s needs with tomorrow’s goals,
through pioneering digital tools coupled with guidance online and from
Financial Consultants. To learn more about E*TRADE’s trading and
investing platforms and tools, visit etrade.com.

For useful trading and investing insight from E*TRADE, follow the
company on Twitter, @ETRADE.

About E*TRADE Financial

E*TRADE Financial and its subsidiaries provide financial services,
including online brokerage and banking products and services to retail
customers. Specific business segments include Trading and Investing and
Balance Sheet Management. Securities products and services, including
stocks, bonds options, ETFs, and mutual funds, are offered by E*TRADE
Securities LLC (Member FINRA/SIPC). 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 and affiliates.
More information is available at www.etrade.com.

PLEASE READ THE IMPORTANT DISCLOSURES BELOW.

Important Note: 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
brochure before you begin
trading. Because of the importance of tax considerations to all options
transactions, the investor considering options should consult his/her
tax adviser as to how taxes affect the outcome of each options strategy.
An Options investor may lose the entire amount of their investment in a
relatively short time.

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.

Diversification and Asset Allocation do not ensure profit or protect
against loss in declining markets. Investors should assess their own
investment needs based on their own financial circumstances and
investment objectives.

The content provided by E*TRADE Securities is for educational purposes
only. This information neither is, nor should be construed, as an offer,
or a solicitation of an offer, to buy or sell securities by E*TRADE
Securities or its affiliates. The third party material is being provided
to you for educational purposes only. The content has been written by a
third party not affiliated with E*TRADE Financial Corporation or any of
its affiliates. Neither E*TRADE Financial Corporation nor any of its
affiliates is affiliated with the third party providing this content. No
information presented constitutes a recommendation by E*TRADE Financial
or its affiliates to buy, sell or hold any security, financial product
or instrument discussed therein or to engage in any specific investment
strategy.

Important Notices

E*TRADE Financial, E*TRADE, and the E*TRADE logo are trademarks or
registered trademarks of E*TRADE Financial Corporation. ETFC-G

© 2017 E*TRADE Financial Corporation. All rights reserved.

Contacts

E*TRADE Media Relations
646-521-4418
mediainq@etrade.com
or
E*TRADE
Investor Relations

646-521-4406
IR@etrade.com

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