Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

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iJoin

2nd Annual iJoin MasterClass

We hope you’ll join us for this important event on September 11 – 13, 2024 in downtown Boston, Massachusetts.

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Event Agenda

Venue

Event Logistics

Sponsors

Date

September 11-13,
2024

Location

Hyatt Regency
Boston

Address

One Avenue de Lafayette,
Boston, MA 02111

As a valued iJoin partner, you know that iJoin enables a superior user experience that delivers a competitive advantage. And taken holistically, the iJoin solution has a number of integrated capabilities — that when fully leveraged — enable you to better serve your clients.

Building upon the success of last year’s event, the purpose of this exclusive, invitation-only day-and-a-half event is to help you utilize all the functionality available in iJoin based on your firm’s specific deployment of the solution. We’ll cover everything you need to know: developing and managing ACT campaigns, managed accounts, lifetime income, EXPLORE capabilities, and more.

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Please RSVP Now

2024 MasterClass Sponsors

Broadridge
Franklin Templeton
Leafhouse
PenChecks Trust
PGIM
TIAA

Event Agenda*

Wed. 9/11

Plan to fly into Boston Logan (BOS) by mid-afternoon. Our group will convene at the Hyatt Regency Boston Hotel (see Lodging below).

  • Evening — Dinner Networking Event (details to be provided prior to the event)

Thurs. 9/12

We will meet in the Franklin Templeton/Putnam facilities located at 100 Federal Street, Boston MA 02100 (an 8-minute walk from the hotel) for a full-day of learning. Breakfast and lunch will be provided.

  • We will conduct combined and dual tracks for both sales and operations leaders.
  • Evening — Dinner Networking Event (details to be provided prior to the event)

Fri. 9/22

We will conclude the MasterClass training with a half-day morning session. Breakfast will be provided.

  • We will conduct combined and dual tracks for both sales and operations leaders.
  • Plan your departure from Boston Logan airport for 2pm or later

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* A detailed Agenda will be provided prior to the event.

Take a peek at the gorgeous Hyatt Regency Boston Hotel!

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MasterClass Event Logistics

Conference Hotel & Lodging

The MasterClass event will be held at the luxurious Hyatt Regency Boston Hotel located in the heart of the Theatre District of downtown Boston. iJoin will cover the cost of your room for two (2) nights. You will be responsible for providing a credit card to cover any additional incidental expenses. Please make your reservation by clicking on the link below. Or call (617) 912-1234 and reference the iJoin MasterClass 2024 event.

iJoin MasterClass Hotel Reservations

Our Group Rates below are guaranteed for reservations made by August 9, 2024.
Please make your reservations by this date.

NOTE: You will be required to provide a credit card to cover any room or hotel incidental charges.

    Flights

    Plan your trip to fly directly into Boston Logan International Airport (BOS).

      Ground Transportation

      The Hyatt Regency Boston is only 5 miles from the airport and is a quick taxi or Uber/Lyft ride.

        Dinner Networking Events

        In addition to the learning opportunity which is our focus, the dinner events will allow you to network with your peers at other firms. This will give you the opportunity to reconnect with colleagues from last year and forge new relationships that can help your utilization of iJoin going forward.

          Other

          Plan on business casual for the MasterClass sessions and dinner events.

          We will provide further details as the event gets closer.

          If you have any questions about the event, please contact Chip Moore, iJoin SVP Client Success at: [email protected].

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