CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Carlos Dias Jr.

Carlos Dias Jr.

Professional speaking

  • Professional Training & Coaching
  • 2-10 employees
  • Lake Mary, Florida
  • 3.5k
  • 386-931-3802

Our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.

4.5

(221)
57%
32%
10%
1%
0%

SR

Happy New Year! Doing for good cause: 1 Meal = 1 Credit Program 2020 Thank you.

LT

JH

Good experience

JG

Great and informative session!

HN

myCPE is great

EF

I learned alot. Thank you so much. Very informative presentation.

VH

Very good webinar and very informative.

AA

Great!

SS

Good experience

RC

Great overview of the pre-2020 and post-2019 tax law changes pertaining to retirement accounts.

DM

great platform, eazy to use

BK

Great webinar that touched in depth but also covered enough ground on the SECURE Act. Very valuable information!

MS

The webinar fulfilled my expectations for this course.

MS

The webinar fulfilled my expectations for this course.

SW

This was a very interesting class - the information provided was very helpful.

AG

Very useful information presented!

KF

Excellent presenter! I look forward to more of his webinars!

MH

5 stars

JS

Great presenter

WA

Excellent

JP

Great

DL

Good webinar!

MB

Very informative

LG

Instructor was excellent!

EL

This webinar is excellent. It certainly puts the fear in you about investment advisors and what to watch out for. Speaker is very knowledgeable and engaging. Thank you!

MA

Excellent!

AW

Great CPE - instructor was very knowledgeable and explained topics so everyone could easily understand

KF

Always impressed by this speaker and his availability and accomplishments. Truly impressive.

AC

This was an EXCELLENT presentation! The presenter did a great job taking his time to explain the content of the materials being presented. I learned a lot of great information. Thank you so much!!

MG

An excellent webinar relating to relevant tax and financial planning issues.

NR

Excellent!

RB

This was expanding on a prior course and repetition is meaningful to enforcing the understanding.

RB

This was a learning experience, which I was able to take away productive points

HW

Clear slides, easy to follow

KR

Instructor is very knowledgeable. Great overview. I work in a finance function not close to product / sales structure, and this has been very helpful to me.

GMJ

THANKS!

RB

Up to date information.

MB

The webinar was super interesting. It was surprising to learn about all the different licenses and what the main ones mean.

DB

This speaker and topic were EXCELLENT. I would like similar topics from this speaker in our CPE Training.

DB

This speaker and topic were EXCELLENT. I would like similar topics from this speaker in our CPE Training.

PC

well done and informative

KR

Great, knowledgeable instructor who adds value with editorial comments about pros and cons of each product type.

LR

Great quick summary of annuities. Helped me to understand the basics. Complicated topic and speaker was very clear.

HY

LEARNED THE BASICS OF ANNUITIES.

RV

VERY GOOD

RV

VERY GOOD

YS

OK

MP

A lot of great information

JT

The presentation

AL

A lot of good information provided. I found them valuable. Enjoy the presentation. Easy to follow.

PC

This webinar really opened my eyes as to what I need to consider when choosing a financial advisor.

WK

None noted

JE

Although I do not work in this area, the information was interesting and may help down the road.

VS

Very good

MO

great

RR

Great!

JT

loved it

JD

This was an excellent explanation of types of annuities and differences between them. I am interested in taking the advanced class.

TS

ok

AD

Extremely strong presenter ! Very knowledgeable on a complex subject !

MB

Instructor was very knowledgeable about annuities and knew tax implications.

CRC

Great basic overview

CN

Great presenter! Definitely tries to relate to us.

ZH

Good

QL

Great presentation.

MD

Good presentation

WK

none noted

CED

myplatform ran fine

LL

Informative & Insightful

AV

As always, CPE had provided the best instructors along with a comprehensive presentation.

LD

Informative CPE with charismatic presenter!

JR

Excellent content and presentation

MB

great

MB

great

RN

Good review of the Secure Act but a bit outdated. Otherwise an excellent webinar.

AC

great seminar.

AC

great seminar.

RM

Gave an introductory overview of annuities.

WZ

Thankyou MyCPE!

PS

Great learning experience, sorry could not finish. Had to leave due to being at work. Little frustrated these great seminars are during work hours.

CG

Great!

CV

Presenter, Carlos Dias, Jr, was an excellent presenter. He was very well informed on the subject and gave practical information, too.

BW

Good quality

LH

The slides and the presenter were great

AR

Wonderful presentation!

BB

Thank you!

CS

Useful seminar

NF

I enjoyed the webinar.

DG

Very informative, presenter clearly knowledgeable in field.

DI

Very good performance. I am terrible at understanding insurance products so it would be good to review a couple of times so I thoroughly understand. Great overview and sufficient detail to get me into trouble :-)

KC

Great presentation

YS

good presentation

LV

great

CG

Great!

EL

NA

MH

I shall recommend this

AB

Positi e

LG

Great learning experience.

ED

Enjoyed learning something new.

CG

Great!

MM

..

MB

good

DA

Great

AW

5 Stars

PM

well worth my time

TM

Great topic and speaker!

KJ

Presenter did such a good job of presenting material in time allotted with clarity

DW

good class!

LS

MM

Great!

MG

invite speaker back for more future webinars.

PU

5 STARS

DR

I love the platform.

SR

no tech issues

RV

CED

Great

LP

I love myCPE.com. Hopefully all the technical issues will be worked out soon.

DN

Very informative

PK

JS

JO

JK

Thank you very much for delivering a great presentation! Your advices are extremely helpful! Thank you again!

WW

Good

WS

Great course, thanks. I look forward to the next Annuity presentation by Carlos.

SA

awesome

TM

Thanks!

NG

I learned valuable information.

LS

it held my attention and even if I retained a few things it was helpful

NC

I thought it was an informative session. Speaker made what can sometimes be a difficult subject relatively approachable

ED

Lots of Information to digest

WWMN

Thank You

MEM

Relevant material - but I think the instructor was either a bit nervous, not experienced at doing this type of presentation or was not familiar enough with the material.

RR

I was interested in the subject matter and the knowledge gained will help me with my clients.

MM

Very good.

SF

I know he was under time constraints, but I felt like he went thru many of his slides too quickly for what he was saying to register.

DS

N/A

JG

Informative and easy to follow. Some part were confusing. What is a financial advisor?

HK

very relevant to my work

MS

An interesting, engaging way to share critical information about something which is essential to a professional dealing with such financial matters which lead to ethics issues consciously as well as unconsciously.

RB

Some information was new and it was presented well.

MB

I felt like this was geared for someone who is more hands on with annuities. There was so much material that I was quickly confused with all the options and exceptions.

JE

Excellent program, just a bit more than I could handle.

SA

Instructor was very knowledgeable on licensing, etc. His seminar is more pointed toward how not to get involved with a crook, which is valuable. It would have been more helpful to me to get insights as what to look for (in an advisor) to get the best fit between advisor and client and that level of input.

MB

Program should be hour and 1/2 to sufficiently cover the material presented.

RC

none

MT

Speaker is very knowledgeable of the topic.

KA

Really helpful webinar

PT

I think I should have taken this course last year as his course seem to deal more 2019 and 2020 than 2021

NS

gained insightful knowledge on how the cares act has affected retirement plans

BO

Excellent

AG

Very informative webinar

BD

This was a overall good webinar.

CB

nice job

CRC

Insightful

KS

Good information on SECURE act and things to consider with tax planning

CW

I attended for personal reasons. The information was useful and informative. thank you

CW

I attended for personal reasons. The information was useful and informative. thank you

LL

Informative & insightful

CS

Ran out of time

HT

good knowledgeable speaker

RC

None

TH

Good basic information

HT

great speaker and material

LS

Overall, very informative and helpful.

MM

Very good.

JT

Very helpful!

KL

good information. would of been good to maybe go over about certain misconceptions that people may have on annuities that people may hear about them.

NS

This program did not relate to my job however I found it very valuable information to know.

BW

none

CC

Good course, not necessarily in my line of expertise but interesting information to learn.

TH

It was a good webinar. I would recommend for a friend. More examples always helps me learn easier.

RB

Didn't relate to my job, but was a fine webinar.

BB

Well done.

AG

Good presentation to learn more about Annuities

PP

Very good presentation.

TD

Very informative

TD

Very informative

TD

Very informative

TD

Very informative

SS

Interesting material with effective speaker.

BK

Good overview of the subject matter.

KG

Thank you for your time in preparing and presenting.

KG

Thank you for your time in preparing and presenting.

JK

Great

BM

Good information provided. Thank you!

DG

Well done

MM

I would rate my experience with the webinar as excellent with four stars.

PAA

It was good to have a review of all the changes in tax law.

PH

Great program, I recommend!

VL

GOOD

LL

Started late - reason for 4 stars.

PK

no feedback.

NS

I had no idea there were so many different types of annuities out there.

MW

WK

Good

JR

Get better audio and make sure examples are using reality numbers

JK

thank you!

TC

.

MS

The instructor went to great lengths to clarify the different kinds of financial advisors and how they were compensated, but did not really go into the other variables to consider in choosing a financial advisor.

RF