33rd Annual Geraldo Rivera Golf Classic HONOREES Peter J. Klein, CFA®®® , CRPS , CAP Chief Investment Officer & Founder | ALINE Wealth E. Christopher Murray, Esq. Partner | Ruskin Moscou Faltischek, PC MONDAY, MAY 17, 2021 Old Westbury Golf & Country Club Westbury, NY Benefiting Life’s WORC and The Family Center for Autism PETER J. KLEIN CFA®® , CRPS , CAP® CHIEF INVESTMENT OFFICER & FOUNDER Annua rd al G 33 e ra ALINE Wealth C l R ld O o W R ii ss vv ’’ ee ee r r ff i i a Peter J. Klein is the Chief Investment Officer and Founder of a L ALINE Wealth and President of the Claire Friedlander Family L Foundation. Peter has built a career immersed in analytics and the science of investing. He works to help clients align their finances with their values through philanthropy, navigating clients through family trusts, institutions, and non-profits. Join us in celebrating Peter has participated in panel discussions and has given Life's WORC's 50th Anniversary speeches on the issues surrounding the nexus of wealth management and philanthropy—what he refers to as being a Legacy Agent. He serves in leadership positions at our on boards and committees of numerous not-for-profit organizations. 33rd ANNUAL Peter earned a Baccalaureate degree in economics from Stony Brook University and a Master's degree in finance from CUNY Baruch College in New York City. He is a Chartered Geraldo Rivera Golf Classic Financial Analyst (CFA®), Chartered Retirement Plans Specialist (CRPS®) and a Chartered Advisor in Philanthropy (CAP®). benefitting Life's WORC and The Family Center for Autism Peter was named to Forbes' 2020 and 2021 list of the Best-In-State Wealth Advisors in New HONOREES York. His practice was named on Wealth Management's first annual Thrive Awards list of fastest-growing financial advisors in 2019. Peter J. Klein, CFA®®® , CRPS , CAP Chief Investment Officer & Founder | ALINE Wealth E. CHRISTOPHER MURRAY, ESQ. E. Christopher Murray, Esq. PARTNER Partner| Ruskin Moscou Faltischek, PC Ruskin Moscou Faltischek, PC E. Christopher (Chris) Murray has over 30 years of experience in all aspects of complex commercial, environmental, real estate, insurance, brokerage commission, employment, civil rights, anti- MONDAY, MAY 17, 2021 trust and trademark litigation; as well as commercial real estate and business transactions. A Partner in the Litigation Old Westbury Golf & Country Club Department at Ruskin Moscou Faltischek, P.C., he is also Chair of the Environmental and Land Use Practice Group. LEAD SPONSORS Chris is Chairman of the Suffolk County Community College Board of Trustees, the largest community college in New York serving over 25,000 students; Chris is a past President of ALINE Wealth • The Claire Friedlander Family Foundation the Nassau Council of Chambers of Commerce, the umbrella organization for over 40 local Lynne and Michael Koufakis • Patricia and Christopher Murray chambers of commerce in Nassau County, representing more than 6,000 small businesses. Geraldo Rivera • Ruskin Moscou Faltischek, PC He was also a Director of the Nassau County Bar Association, and serves on the board of a number of charities and not-for-profit organizations, including Life's WORC and the Citizens Schedule of Events Campaign for the Environment. Chris has served on the Town of North Hempstead Board of Zoning and Appeals, Nassau County Ethics Commission, North Hempstead Housing Registration Begins 10:00 am Authority and the Nassau County Open Space and Parks Advisory Committee. Brunch 10:30 am summa cum laude Chris is a graduate of SUNY Albany, , and Georgetown University Law Golf Shotgun 12:00 noon Center,cum laude . Chris lives in Stony Brook with his wife Patty and has four children, Megan, Kaitlyn, Grace and Eddie. Cocktails and Dinner 5:30 pm Board of Directors CHAIR BOARD MEMBERS CHAIRMAN Lynne Koufakis Donald Barrick OF THE BOARD Dawn Del Mastro Chruma EMERITUS VICE CHAIR Ben Filingeri Rick Del Mastro* Michael Billia Renee Daniel Flagler Steven Gartenstein FOUNDER SECRETARY Tariq Khan Edmond O'Donnell HONORARY BOARD Peter Klein, CFA MEMBER TREASURER John Lee Victoria Schneps-Yunis Ron Aghassi, CPA Mark Salah Morgan, Esq. John Murn EXECUTIVE EXECUTIVE AT-LARGE E. Christopher Murray, Esq. DIRECTOR/CEO Richard Ritacco Gregory J. Pond, Esq. Janet Koch Justin Resnick Vanessa Rogan *deceased Anthony Taormina, Jr. About Geraldo Rivera Geraldo Rivera has received more than 170 awards for journalism, including the prestigious George Foster Peabody Award, and three national and seven local Emmys. Rivera entered journalism as a reporter for WABC-TV in New York where he presented a series exposing the deplorable conditions at the Willowbrook State School for the mentally ill. These groundbreaking reports gained national media attention and ultimately lead to the closing of the school, and gave birth to Life'sWORC 50 years ago. [email protected] www.lifesworc.org/event/golf REGISTRATION INFORMATION Join us in celebrating Life's WORC's 50th Anniversary, and in doing so help provide comprehensive support to children and adults with intellectual challenges, developmental disabilities and autism throughout Long Island, Queens and Manhattan. As cited in the agency's most recent audited financial report, 91% of the money received is spent directly on the individuals we support. Complete this form, or register online at: www.lifesworc.org/event/golf Sponsorship Opportunities Golf and Dinner Packages Following categories will be recognized in the event program and digital promotion. ¨ Tournament Underwriter $25,000 16 Players and 26 Dinner Reservations ¨ Golf Team $2,500 Prominent recognition throughout tournament and dinner, recognition in event 4 Players and Dinner Reservations program, digital promotion, and press release, 3 tee signs, reserved dinner seating ¨ Golf Single $650 ¨ Mission Sponsor $15,000 1 Player and Dinner Reservation 12 Players and 22 Dinner Reservations Prominent recognition throughout tournament and dinner, recognition in event ¨ Cocktails and Dinner Only $200 program, digital promotion, and press release, 3 tee signs, reserved dinner seating 1 Dinner Reservation ¨ ¨ Community Sponsor $10,000 Tee Sign $150 8 Players and 16 Dinner Reservations Logo recognition on golf carts, recognition in event program, digital promotion, and press release, 2 tee signs, reserved dinner seating ¨ Program Sponsor $7,500 4 Players and 8 Dinner Reservations Logo recognition as cocktail reception sponsor, recognition in event program and digital promotion, 2 tee signs, reserved dinner seating ¨ Family Sponsor $5,000 Additional Opportunities 4 Players and Dinner Reservations Logo recognition on give-away item packaging, recognition in event program and to Support Life's WORC digital promotion, 2 tee signs, reserved dinner seating ¨ Benefactor Golf Team $3,500 4 Players and Dinner Reservations ¨ Commemorative Illuminated Puzzle Piece $1,000 1 tee sign, reserved dinner seating Receive a permanent dedicated illuminated Puzzle Piece at The Family Center for Autism ¨ Best Friend of Life’s WORC $2,500 2 Players and Dinner Reservations Recognition in event program and digital promotion, 1 tee sign, reserved dinner seating I wish to make a contribution in honor of Life's WORC ¨ $500 ¨ Friend of Life’s WORC $1,500 and The Family Center of Autism. ¨ $250 2 Dinner Reservations ¨ $100 Recognition in event program and digital promotion, reserved dinner seating ¨ Other $ Registration Name: (Print) Company Name Street Address City State Zip Phone Number Email Address Please charge my credit card in the amount of $ AMEX VISA MC DISCOVER Card Holder Name (Print) Card Number Exp. Date Security Code Authorized Signature A check made payable to Life’s WORC is enclosed in the amount of $ Tournament Participants Golfer Name 1 Email Golfer Name 2 Email Golfer Name 3 Email Golfer Name 4 Email Register online at www.lifesworc.org/golf. Or, send form to: [email protected] or: Life's WORC Development Department, PO Box 8165, Garden City, NY 11530. Questions? Call 516.741.9000 ext. 5110 Net proceeds support the general operating expenses of Life's WORC, a 501(c)3 organization. Contributions are tax-deductible to the extent allowed by law. The estimated value of non-deductible goods and services will be $300 per golfer and $125 per dinner guest..