Planning for the future: Options for income

Event details

Date: Thursday, January 10, 2019 Duration: Three 50-minute sessions Time: 8:30 a.m – 1:00 p.m. PT

Join options professionals from Fidelity Investments and the Options Industry Council (OIC) as they team up for an educational event designed to help you become a more confident investor. You'll learn everything from the basics of options trading to how to manage changing markets on a daily basis.

Register once to attend 1 or all 3 sessions.

Workshop venue details

The US Grant Hotel
326 Broadway
San Diego, CA 92101
Room: Palm Court
Parking information
Valet and self-parking are available on site.

General Location Information
(619) 232-3121

IMPORTANT INFORMATION: Please be sure to bring your laptop so you can follow along with the subject matter experts as they show the audience how to apply what you've learned on

Not a Fidelity customer? You can still attend by clicking here to set up free guest access and use that information to register.

Can't join us live at The US Grant Hotel San Diego?
Register now to attend online

Times Sessions
8:30 a.m.–9:00 a.m. PT


9:00 a.m.–9:50 a.m. PT

Session 1: Learn the basics: What are options?

Whether you are new to options or "options curious," this session can help you grow your options knowledge so you can feel comfortable trading options. We will talk about what they are and how they can be used, as well as the basic rules of options investing.

10:00 a.m. –10:50 a.m. PT

Session 2: An income strategy: Let's sell some options

Once you understand the basics, the next step is finding some basic strategies that might align with your trading or investment goals. At this session our speakers will cover a basic income generating strategy—selling covered calls.

11:00 a.m.–11:50 am PT

Session 3: Managing your strategy

After placing an options trade—what's next? At this session our speakers will discuss how to monitor your trade, and what you need to watch, as well as how you might react to various changes in market conditions.

Noon–1:00 p.m. PT



Joseph F. Burgoyne IIIJoseph F. Burgoyne III
Director of Institutional and Retail Education
Options Industry Council (OIC)

Michael TalleyMichael Talley
Regional Brokerage Consultant
Fidelity Investments

If you are new to options, we suggest reviewing the following educational materials before the workshop:

If you're a more experienced options trader, please visit the Trading Strategy Desk Coaching Sessions page for more in-depth training and strategy development.