Community Engagement

Help Shape MWM

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.

Three ways to make your voice count:

1
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.

2
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.

3
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 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.