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Carlos Dias Jr.

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

Diaswealth

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 LONG-TERM CARE

Available Date(s)
Monday, December 06, 2021: 4:30PM 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      

AN ADVANCED LOOK INTO ANNUITIES

Available Date(s)
Friday, December 17, 2021: 4:00PM EST

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)
Monday, December 20, 2021: 4:00PM EST

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)
Tuesday, December 21, 2021: 6:00PM 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, Other      

THE SECURE & CARES ACTS: WHAT TO PLAN FOR AHEAD

Available Date(s)
Wednesday, December 22, 2021: 4:00PM EST

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     We've reached capacity for this webinar. To accommodate our members, we've opened up a limited number of extra spaces for a small fee. If you have already registered for this webinar, there is no need to pay this accommodation fee 

Archived Webinars Offered

RETIREMENT, TAXES, AND PLANNING OPPORTUNITIES UNDER PRESIDENT JOE BIDEN

Date RecordedDecember 3, 2021  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - medium firm, CPA - large firm, Other    

INTRODUCTION TO LIFE INSURANCE

Date RecordedDecember 2, 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 RecordedNovember 24, 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    

AN ADVANCED LOOK INTO ANNUITIES

Date RecordedNovember 22, 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    

THE SECURE & CARES ACTS: WHAT TO PLAN FOR AHEAD

Date RecordedNovember 22, 2021  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

AN ADVANCED LOOK INTO LONG-TERM CARE

Date RecordedNovember 19, 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 LONG-TERM CARE

Date RecordedNovember 15, 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 RecordedNovember 11, 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    

DECIPHERING THE TYPES OF FINANCIAL ADVISORS

Date RecordedSeptember 2, 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