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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(386) 931-3802

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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 ANNUITIES

Available Date(s)
Wednesday, October 07, 2020: 4:00PM EDT

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      

INTRODUCTION TO LONG-TERM CARE

Available Date(s)
Thursday, October 08, 2020: 4:00PM 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, CPA - large firm, Other      

AN ADVANCED LOOK INTO LONG-TERM CARE

Available Date(s)
Wednesday, October 21, 2020: 4:00PM 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)
Friday, October 23, 2020: 3:00PM EDT

CostFREE  CPE Credits1.5 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other     This webinar has expanded to 1.5 CPE 

THE SECURE & CARES ACTS: WHAT TO PLAN FOR AHEAD

Available Date(s)
Tuesday, October 27, 2020: 11:00AM 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      

DECIPHERING THE TYPES OF FINANCIAL ADVISORS

Available Date(s)
Wednesday, October 28, 2020: 11:00AM 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      

Archived Webinars Offered

DECIPHERING THE TYPES OF FINANCIAL ADVISORS

Date RecordedSeptember 24, 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 & CARES ACTS: WHAT TO PLAN FOR AHEAD

Date RecordedSeptember 23, 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    

AN ADVANCED LOOK INTO ANNUITIES

Date RecordedSeptember 10, 2020  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge  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

Date RecordedSeptember 9, 2020  CostFREE  Course Length1.0 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    

INTRODUCTION TO LONG-TERM CARE

Date RecordedSeptember 2, 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, CPA - large firm, Other    

INTRODUCTION TO ANNUITIES

Date RecordedSeptember 1, 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