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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Event Agenda

Venue

Event Logistics

Sponsors

Date

September 11-13,
2024

Location

Hyatt Regency
Boston

Address

One Avenue de Lafayette,
Boston, MA 02111

We are excited to invite you to be a sponsor and valuable addition to our agenda for this important event on September 11 – 13, 2024 in downtown Boston.

As a valued iJoin partner, your organization is a highly valued part of our ecosystem and offering. It is imperative that our recordkeeper partners fully appreciate what you bring to the table and understand how to deploy our integrated solution set.

By sponsoring this year’s event, you’ll have dedicated time on our agenda to present an update and share insight on your solution roadmap, distribution support, or other current topics. The format of the event also allows for plenty of networking time with all attendees, giving you ample opportunities to cement existing relationships and develop new ones.

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Please RSVP Now

2024 MasterClass Tentative 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. 9/13

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

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

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. 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 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.

        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 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].

            RSVP Now