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

Boston, Massachusetts

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Sponsors

Agenda

Venue

Logistics

Date

September 11-13,
2024

Location

Hyatt Regency
Boston

Address

One Avenue de Lafayette,
Boston, MA 02111

You are invited to sponsor and contribute to the agenda of our annual learning event September 11 – 13, 2024 in downtown Boston, Massachusetts.

As a valued iJoin partner, your organization plays a crucial role in our ecosystem and offerings. It is imperative that our recordkeeper partners fully recognize what you bring to the table and understand how to effectively deploy our integrated solution set.

By sponsoring this year’s event, you will have dedicated time on our agenda to provide an update and share insights on your solution roadmap, distribution support, and/or other relevant topics. The event format also includes plenty of networking opportunities, allowing you to strengthen existing relationships and develop new ones.

RSVP Now

Please RSVP Now

2024 MasterClass Invited Sponsors

Broadridge
Franklin Templeton
Leafhouse
PenChecks Trust
PGIM
TIAA
PIMCO logo
Allianz
iGPS

Agenda*

Wed. 9/11

Plan to fly into Boston Logan Airport (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. 9/13

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

Full Event Schedule

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* A detailed Agenda will be provided prior to the 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. You will be responsible for the cost of your room + incidentals for two (2) nights. 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 are guaranteed for reservations made by August 16, 2024.
Please make your reservations by this date.

    Flights

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

    NOTE: Attendees are responsible for covering the cost of their own flights.

    Ground Transportation

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

    NOTE: Attendees are responsible for covering the cost of their own ground transportation.

    Sponsor Networking Dinner Events

    In addition to the learning sessions during the day, the sponsored dinner events will allow you to network with all attendees. This gives you the opportunity to reconnect with colleagues and clients and forge new client relationships.

      Other

      Plan on business casual attire.

      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].

        RSVP Now