Technical Analysis Virtual Workshop

Ray Kimbrell

Sr. Manager, Events at Charles Schwab & Co., Inc.

Ray Kimbrell has managed in-person and virtual events since 2004 and teaches both the stock and options courses. Ray was a Major in the United States Marine Corps and served for 10 years. He loves teaching and all things outdoors. Ray holds the Series 7, Series 63, and Series 3 industry licenses.

Scott Durfey

@ScottDurfeyCS

Sr. Manager, Events at Charles Schwab & Co., Inc.

Scott Durfey has been with the Education team since 2005. He is an Instructor and a featured presenter at various trade shows and educational workshops. Scott is passionate about promoting financial literacy to young people. Scott’s other passions include training horses and snow skiing. Scott holds the Series 7, Series 63, and Series 3 industry licenses.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.

Equity and Index 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.

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.