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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 Orlando, Florida, 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 LIFE INSURANCE

Available Date(s)
Friday, July 16, 2021: 11:00AM EDT
Friday, August 20, 2021: 11:00AM 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, CPA - large firm      

INTRODUCTION TO ANNUITIES

Available Date(s)
Monday, July 19, 2021: 11:00AM EDT
Monday, August 16, 2021: 11:00AM 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      

RETIREMENT, TAXES, AND PLANNING OPPORTUNITIES UNDER PRESIDENT JOE BIDEN

Available Date(s)
Monday, July 19, 2021: 4:00PM 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, Other      

INTRODUCTION TO LONG-TERM CARE

Available Date(s)
Tuesday, July 20, 2021: 11:00AM EDT
Thursday, August 19, 2021: 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, CPA - large firm, Other      

THE SECURE & CARES ACTS: WHAT TO PLAN FOR AHEAD

Available Date(s)
Wednesday, July 21, 2021: 4:30PM EDT
Friday, August 27, 2021: 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      

AN ADVANCED LOOK INTO ANNUITIES

Available Date(s)
Tuesday, July 27, 2021: 4:00PM EDT
Thursday, August 26, 2021: 10:30AM 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 

AN ADVANCED LOOK INTO LONG-TERM CARE

Available Date(s)
Friday, July 30, 2021: 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      

DECIPHERING THE TYPES OF FINANCIAL ADVISORS

Available Date(s)
Wednesday, August 04, 2021: 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

AN ADVANCED LOOK INTO ANNUITIES

Date RecordedJune 4, 2021  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 RecordedMay 25, 2021  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 LIFE INSURANCE

Date RecordedMay 24, 2021  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, CPA - large firm    

RETIREMENT, TAXES, AND PLANNING OPPORTUNITIES UNDER PRESIDENT JOE BIDEN

Date RecordedMay 21, 2021  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, Other    

THE SECURE & CARES ACTS: WHAT TO PLAN FOR AHEAD

Date RecordedMay 21, 2021  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    

DECIPHERING THE TYPES OF FINANCIAL ADVISORS

Date RecordedMay 17, 2021  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    

INTRODUCTION TO LONG-TERM CARE

Date RecordedMay 13, 2021  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 RecordedMay 12, 2021  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