Welcome to the News & Events page—your go-to source for the latest updates from Somerville’s Credit Union. Here, you’ll find important announcements, community event details, financial education workshops, and member success stories.
Events
As part of your Somerville’s CU membership, we partner with trusted financial experts to bring you free and useful tips to improve your finances and your life. There’s no cost, no obligation and everyone is welcome to attend.
Questions or need help signing up? Contact us for support.
Having a Baby: Planning for Your Growing Family
Thursday, September 18, 2025 – 12:00pm – 1:00pm EST
Don’t Let the Government Take 10% of Your Wealth
Thursday, October 2, 2025 – 12:00pm-1:00pm EST
Moving: Estate Planning Across State Lines
Thursday, October 9, 2025 – 12:00pm – 1:00pm EST
Money & Anxiety: The Breakup
Thursday, October 9, 2025 – 1:00pm – 2:00pm EST
Don’t Let the Government Take 10% of Your Wealth
Thursday, October 16, 2025 – 12:00pm-1:00pm EST
Loss of a Loved One: What to Do Next
Thursday, October 30, 2025 – 12:00pm – 1:00pm EST
Your Year-end Money Check-in
Thursday, November 13, 2025 at 1:00pm – 2:00pm EST
Protecting Your Pets
Thursday, November 20, 2025 – 12:00pm – 1:00pm EST
Protecting Your Loved Ones With a Living Trust
Thursday, December 11, 2025 – 12:00pm – 1:00pm EST
News
Fall 2025 – Somerville’s CU has partnered with an award-winning Massachusetts company called Gentreo to provide full-service digital estate planning services to its members at a discounted rate.
Learn more about why every credit union member needs an estate plan:
Protect Your Future, Your Family, and Your Finances
Did you know that over 60% of Americans don’t have an estate plan? Many people think estate planning is only for the wealthy, but in reality, every adult—regardless of income or family situation—should have a plan in place.
What is an Estate Plan?
An estate plan is a collection of legal documents that outline your wishes in case of unexpected events. It includes:
- Will: Determines who inherits your assets and who will care for minor children.
- Power of Attorney: Authorizes someone to handle finances on your behalf if needed.
- Health Care Proxy: Ensures your medical wishes are followed.
- Living Trust: Helps avoid probate and manage assets smoothly.
Why Estate Planning Matters for Credit Union Members?
- Protect Your Loved Ones – Without a plan, your assets could be tied up in court for months or even years.
- Avoid Court Costs & Legal Fees – On average, probate costs can eat up 3-8% of your net worth.
- Ensure Your Wishes Are Followed – Naming a guardian for your children and determining healthcare decisions gives you control over your future.
How Somerville’s Credit Union Members Can Get Started?
Thanks to our partnership with Gentreo, estate planning is now affordable and easy. For just $75 the first year (a savings of 50%!) and $50 a year thereafter, you can create all your documents, upload and share them with those you love, and make updates as your life changes.
