Agenda

Santa Clara | Advanced Options Strategies Workshop

Friday, May 29, 2026
9:00 AM - 4:30 PM																Advanced Options Strategies (Friday) Interactive discussions and live examples will guide you in a better understanding of these strategies. • Iron Condors: Generate income with defined risk in range-bound markets. • Long Vertical Spreads: Benefit from directional expectations with defined risk. • Butterfly Spreads: Use cost-efficient strategies for neutral market outlooks. Thank you to our event sponsor for the day: Cboe Global Markets
Saturday, May 30, 2026
9:00 AM - 4:30 PM																Advanced Options Strategies (Saturday) Continue exploring advanced options strategies with real-world applications, and get an introduction to Futures Trading Calendar Spreads: Leverage time decay and volatility to your advantage. Introduction to Futures: Understand how futures contracts work and their role in a portfolio including risk management, directional strategies, and hedging with futures. Diagonal Spreads: Utilize differences in time and strike to manage directional trades. Discuss Management and adjustment of advanced strategies. Thank you to our event sponsor for the day: CME Group

By attending the Advanced 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.

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.

The information provided through these events is for general informational purposes only and is not advice or a recommendation. Any views expressed by third-party speakers are solely their own and may not represent those of Charles Schwab. Charles Schwab does not guarantee the accuracy, completeness, or reliability of information provided by third parties. Any materials are provided only for your personal use and are designed to be used only in conjunction with the event - you may not reproduce, retransmit, distribute, disseminate, sell, publish, broadcast or circulate them without express prior written consent.

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.

Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products. Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC). Read additional CFTC and NFA futures and forex public disclosures for Charles Schwab Futures and Forex LLC. Futures and futures options trading services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

Futures margin, also known as a “performance bond,” is the amount of money you are required to deposit in your futures account to establish and maintain a futures position. Futures margin is not a loan. If at any given time the funds in your account drop below the minimum regulatory requirement, or "house" margin requirements, you may be required to immediately deposit additional funds to maintain your position, or your position may be liquidated at a loss. You will be liable for any resulting debits. Charles Schwab Futures and Forex LLC may increase its “house” margin requirements at any time and is not required to provide you with advance notice of such requirement changes or liquidations initiated by Schwab. You are not entitled to an extension of time on any type of margin call.

Santa Clara | Advanced Options Strategies Workshop

Join us in Santa Clara, CA for two days of exciting education!

Agenda

Reference Guides for this event can be downloaded from the Resources page.