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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
3869313802

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Carlos Dias Jr. is a financial adviser, public speaker and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financial planning services to business owners, executives, retirees and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

About Us: At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.

Upcoming Live Webinars

INTRODUCTION TO LONG-TERM CARE

Available Date(s)
Thursday, February 27, 2020: 10:00AM EST

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

INTRODUCTION TO ANNUITIES

Available Date(s)
Tuesday, March 03, 2020: 9:00AM EST

CostFREE  CPE Credits1.0 hour  Subject AreaFinance  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

AN ADVANCED LOOK INTO LONG-TERM CARE

Available Date(s)
Monday, March 09, 2020: 10:00AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

AN ADVANCED LOOK INTO ANNUITIES

Available Date(s)
Wednesday, March 11, 2020: 9:00AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

THE SECURE ACT: WHAT TO PLAN FOR AHEAD

Available Date(s)
Monday, March 16, 2020: 10:30AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

Archived Webinars Offered

AN ADVANCED LOOK INTO ANNUITIES

Date RecordedFebruary 7, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

THE SECURE ACT: WHAT TO PLAN FOR AHEAD

Date RecordedJanuary 31, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

INTRODUCTION TO ANNUITIES

Date RecordedJanuary 27, 2020  CostFREE  Course Length1.0 hour  Subject AreaFinance  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other