June 12, 2024 Meeting

Wednesday, June 12, 2024, 7:00a.m. to 9:00a.m.

MEETING LOCATION: Elk’s Lodge of Pasadena, 400 W. Colorado Blvd., Pasadena 91105

2023/2024 Members: no charge; Guest fee: $40-must be paid in advance of the meeting

Everyone must RSVP, including members.

Guests must RSVP and pay prior to the meeting. A link to pay the $40 guest fee will follow once you submit your RSVP.

Click here to RSVP for this meeting

Please RSVP no later than Thursday, June 6 before 5:00p.m.


If you are not yet a 2023/2024 member, please click here to join.

Don’t forget to check in at the door!

Thank you to our sponsors for this meeting:

SMBC Manubank, Fiduciary Round Table member Wes Bryant

CalPrivate Bank, Fiduciary Round Table member Elvia Soukup

Breakfast Meeting Sponsor Opportunity (members only, $500 fee per meeting)

  • Two minutes to speak at meeting 
  • Logo and contact information in the two meeting announcements as Sponsor
  • Email Paul Hargraves if you are interested in sponsoring a meeting

Topic: The Importance of Cognitive Screening for Seniors

Someone in the world develops dementia every 3 seconds. There are over 55 million people worldwide living with dementia in 2020. This number will almost double every 20 years, reaching 78 million in 2030 and 139 million in 2050.

Screen early and often to empower patients to make necessary lifestyle changes.

Merridith Gonzalez presents at Fiduciary Round TableSpeaker: Merridith Gonzalez, Cognivue

Merridith has always been a humanitarian at heart and knew she had a calling to help people, especially the elderly. She went to college to become a Physical Therapist and soon found she preferred to be outside the clinic walls where she was able to interact and educate more people. With her Community Health Science Degree, she has worked with individuals with cerebral palsy, traumatic brain injuries, spinal cord injuries and limb loss and defects.  

Realizing she could help families be better planned for the costs associated with chronic illness and injury, she acquired her insurance license specializing in long term care planning.   

This led to understanding the need for better awareness and support for families suffering with cognitive decline. She is the Regional Manager for Cognivue. Cognivue provides a digital assessment tool to identify mild cognitive impairment and empower patients to take action with early detection.

Additionally, she volunteers with Alzheimer’s Association. She is on the Executive Leadership Team for Los Angeles/Southland Chapter Walk.

She is excited to be making a difference in cognitive health and proud to say she has created a mission driven career for herself.

This presentation does not qualify for Continuing Professional Education (CPE) credit for CPAs and Minimum Continuing Legal Education (MCLE) credit for Attorneys and others. 

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