Schwab Coaching presents Technical Analysis & Options Strategies - Boston

Name: Schwab Coaching presents Technical Analysis & Options Strategies - Boston
Start: 2026-04-17T09:00:00-04:00
End: 2026-04-18T16:30:00-04:00
Location: The Westin Boston Seaport District

Schedule

Fri, 17 Apr, 2026 at 09:00 am to Sat, 18 Apr, 2026 at 04:30 pm

UTC-04:00

Location

The Westin Boston Seaport District | Boston, MA

Expand your investing know-how and become a more confident investor when you enroll in this free two-day educational workshop.
About this Event

Transform Your Trading: Dive Deep into Our Technical Analysis and Options Strategies Workshops
Ready to take your trading to the next level? Join us for an in-depth and interactive workshop focusing on Technical Analysis and Options Strategies.

Workshop Agenda

April 17th - 9:00 AM - 4:30 PM

Technical Analysis Deep Dive: (Friday)

Market Trend Analysis: Learn to identify and interpret market trends using advanced charting techniques. Understand how to read market signals and anticipate movements.
Utilizing Chart Patterns: Gain expertise in recognizing and leveraging breakout and continuation patterns to assist with trading decisions. Understand the art of identifying candlestick patterns, flags, pennants, double-tops, and more.
In-depth Indicator Education: Explore a range of technical indicators such as Moving Averages, MACD, RSI, and more. Learn how to use these tools to gauge market sentiment and make informed trading decisions.

April 18th - 9:00 AM - 4:30 PM

Options Strategies Explored: (Saturday)

Options Basics & Terminology: Build your options trading knowledge with a focus on key concepts and terminology. Understand calls, puts, strike prices, and options valuation.
Strategies for Income: Discover how options can be used for potentially generating income. Learn strategies like covered calls, protective puts, and vertical spreads.
Risk Management: Understand the importance of risk management in options trading. Learn techniques to manage and limit risk, ensuring a balanced and sustainable trading approach.
Introduction to Advanced Trading Techniques: Move beyond the basics with a glimpse into advanced options strategies with an introduction of iron condors.

Why Attend Our Workshops?

Hands-on Learning Experience: Our workshops combine theoretical knowledge with practical exercises led be our experienced coaches, ensuring a comprehensive understanding of each topic with hands-on experience using the award-winning thinkorswim® platform.
Network with Like-Minded Traders: Meet and interact with fellow traders, creating opportunities for networking and knowledge exchange.
Schwab Representatives on-site: Schwab Trading Solutions representatives will be conducting thinkorswim® demonstrations (both group and 1:1) throughout both days of the event for your convenience. Representatives from local branches in the region to help serve your needs.

Once you have your ticket, here's how you can prepare:

Bring your laptop to learn interactively during the workshop's hands-on instruction
Download the thinkorswim® platform to get access to paperMoney® (if you haven't already)
Arrive early to get a good seat
Workshop rooms can be chilly—be sure to dress accordingly

Resources:

Technical Analysis Reference Guide
Options Strategies Reference Guide

By attending the Technical Analysis & Options Strategies Workshop (the "Event"), you consent to Charles Schwab & Co., Inc. ("Schwab") and its agents photographing and recording in video, audio, and all other formats now known or later developed. By attending the Event, you irrevocably agree and consent that Schwab has the right to use, publish, display and/or exhibit your image and/or voice, as well as your name, picture, photograph, portrait, silhouette, and/or other reproductions of your likeness at the Event (collectively, your “Image”) and in connection with any advertising or promotional content, program, or material for Schwab and/or Schwab’s business and projects, or for any other lawful purpose. Schwab is not, however, obligated to make any use of your Image, name or likeness, or exercise any of the rights granted to it.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options". Supporting documentation for any claims or statistical information is available upon request.
Investing involves risks, including loss of principal. With long options, investors may lose 100% of funds invested. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. Spread trading must be done in a margin account. Multiple leg options strategies will involve multiple commissions.
This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The comments, views, and opinions expressed in the "event" are those of the speakers and do not necessarily represent the views of Charles Schwab.
Schwab does not recommend the use of technical analysis as a sole means of investment research.
The thinkorswim platform requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Functionality may vary by operating system and/or device.
The paperMoney® software application is provided for educational purposes only, and allows users to engage in simulated trading with hypothetical funds using live market data. Market activity, trade executions, transaction costs, and other elements presented in paperMoney are simulations only. Simulated performance does not ensure success in a live environment.
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