2019 E*TRADE Annual Participant Survey results and new Cashless Participation from Carver Edison

Thursday November 7, 2019 1:00pm EST
Sponsored by

Presenter
Rajiv Gosine
Director of Business and Financial Analysis at E*TRADE Financial Corporation
Aaron Shapiro
Founder, Carver Edison
During this session, we will walk through a high-level analysis of participant behaviors, including selling and holding patterns, and see how they compare as we review highlights from the 2019 E*TRADE Annual Participant Survey. The insights may surprise you!

You will also hear from Carver Edison about a new technology helping to shape the future of ESPP programs, including interest-free ESPP loans to enhance participation rates and purchasing power. Cashless Participation is a simple solution that rewards companies and creates a meaningful opportunity for employees at all levels.












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The information contained in this presentation has been prepared by Carver Edison and E*TRADE Financial Corporate Services, Inc., each of which is responsible for their own content. E*TRADE Financial Corporate Services, Inc. does not recommend or endorse this company or their product and service offerings.

The material provided by E*TRADE Corporate Services or by a third party not affiliated with E*TRADE Financial Corporation or any of its direct or indirect subsidiaries (E*TRADE), is for educational purposes only and is not an individualized recommendation. 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.

This is not an offer to sell or a solicitation of an offer to buy securities, products or services, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

The E*TRADE Financial family of companies provides financial services that include trading, investing, banking, and managing employee stock plans.

Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc.

In connection with stock plan solutions offered by E*TRADE Financial Corporate Services, Inc., E*TRADE Securities LLC, Member FINRA/SIPC, provides brokerage services to stock plan participants.

E*TRADE Financial Corporate Services, Inc., and E*TRADE Securities LLC are separate but affiliated companies.

E*TRADE Financial and Carver Edison are separate and unaffiliated companies.

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