Community Engagement

Your Voice

Your financial experience matters.

Help shape better financial education for union members, retirees, working families, and trade workers. Your feedback helps build lessons, tools, and support that reflect real-world financial challenges.

Four ways to make your voice count:

1
Active Survey

Real Financial Challenges

Tell us what workers and families are actually dealing with financially. Your responses help guide future lessons, tools, and educational resources.

2026 Financial Realities Survey

2026

Help shape future labor financial education by sharing your experiences, concerns, and priorities. The goal of this initiative is to better understand the real financial challenges facing union members, apprentices, retirees, and working families today.

Estimated time: 5–10 minutes. 100% anonymous.

Responses are anonymous and used only to improve educational resources and identify common financial concerns in labor communities.

ApprenticesActive MembersRetireesLabor Families
Take the Survey

The survey opens securely in a new tab.

Survey responses may be anonymous. Please do not submit Social Security numbers, account numbers, passwords, or other highly sensitive personal or financial information.

Future surveys may cover retirement preparedness, apprenticeship financial stress, benefits literacy, budgeting, debt, survivor planning, and financial confidence.

2
Site Feedback

Help Improve MWM

Tell us what's helpful, confusing, missing, or broken so we can improve the experience for everyone.

Please fill in at least one field above before submitting.

Your feedback is used to improve MWM. No personal financial data is collected here.

3
Lesson Ideas

What Should We Explain Next?

Suggest lesson ideas, pension topics, healthcare questions, retirement concerns, or investing concepts you want explained in plain language.

Anonymous unless you provide your email. Topics help shape future MWM lessons.

4
Request Education

Need More Help?

Request webinars, union seminars, retirement education sessions, or individual educational consultations.

No-cost educational consultations are available. You can request help for yourself, your group, union, local, or organization.

Your contact information is used only to follow up on your request.

Have a specific financial question right now?

Ask Journeyman Joe — anonymously — and it may be answered publicly to help other members.

Ask Joe

Your Privacy Matters

MWM believes honest participation requires trust, transparency, and respect for privacy.

Responses are anonymous — no name, email, or account is ever collected.

No account balances, investment details, or sensitive financial information are requested.

Participation does not create a client or advisory relationship with MWM.

Information is used only to improve educational programming and identify common financial concerns in labor communities.

Optional contact information, if ever requested elsewhere, is kept completely separate from survey responses.

MWM is committed to privacy-conscious and respectful data practices at every step.

MWM Financial Awareness provides general educational information only and does not provide individualized investment, tax, legal, or insurance advice.

Built Around Listening

Financial education is most meaningful when it reflects the real experiences, concerns, and priorities of working families.

The Member Voices Initiative exists to help MWM better understand the questions people carry throughout their careers, retirement journeys, and everyday lives.

By listening first, MWM hopes to create more practical, accessible, and relevant educational resources for labor communities.