Linkedin Twitter

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

RETIREMENT, TAXES, AND PLANNING OPPORTUNITIES UNDER PRESIDENT JOE BIDEN

Available Date(s)
Thursday, January 27, 2022: 11:00AM EST
Monday, February 28, 2022: 11:00AM EST
Tuesday, March 29, 2022: 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, Other      

INTRODUCTION TO ANNUITIES

Available Date(s)
Tuesday, February 01, 2022: 11:00AM EST
Tuesday, March 01, 2022: 11:00AM 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      

INTRODUCTION TO LIFE INSURANCE

Available Date(s)
Wednesday, February 02, 2022: 11:00AM EST
Wednesday, March 02, 2022: 11:00AM 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, CPA - large firm      

INTRODUCTION TO LONG-TERM CARE

Available Date(s)
Tuesday, February 08, 2022: 11:00AM 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      

DECIPHERING THE TYPES OF FINANCIAL ADVISORS

Available Date(s)
Thursday, February 17, 2022: 11:00AM EST
Thursday, March 17, 2022: 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      

THE SECURE & CARES ACTS: WHAT TO PLAN FOR AHEAD

Available Date(s)
Friday, February 18, 2022: 11:00AM EST
Monday, March 14, 2022: 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, February 22, 2022: 10:30AM EST
Monday, March 21, 2022: 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)
Thursday, February 24, 2022: 11:00AM EST
Friday, March 25, 2022: 11:00AM 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      

Archived Webinars Offered

AN ADVANCED LOOK INTO LONG-TERM CARE

Date RecordedJanuary 18, 2022  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    

AN ADVANCED LOOK INTO ANNUITIES

Date RecordedJanuary 17, 2022  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 RecordedJanuary 14, 2022  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 RecordedJanuary 13, 2022  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 RecordedJanuary 10, 2022  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 LIFE INSURANCE

Date RecordedJanuary 5, 2022  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    

INTRODUCTION TO ANNUITIES

Date RecordedJanuary 4, 2022  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    

RETIREMENT, TAXES, AND PLANNING OPPORTUNITIES UNDER PRESIDENT JOE BIDEN

Date RecordedDecember 22, 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    

TAX SEASON GAME PLAN: RECENT UPDATES AND UPCOMING 2022 CHANGES

Date RecordedDecember 21, 2021  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner