Carlos Dias Jr.

Multilingual Financial Advisor, Speaker, and Contributor

Professional Speaker, Carlos Dias Jr.
Lake Mary, FL
  • 5
  • 37 reviews
  • 2.3k Professionals Trained
  • 39 Courses

About Speaker Carlos Dias Jr.

Carlos is a financial advisor and founder of Dias Wealth, as well as a nationally syndicated for Kiplinger, and a public speaker. He has contributed over 100 articles or quotes to Forbes, MarketWatch, Investopedia, TheStreet, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. Carlos has also been interviewed on various radio and television stations all over the U.S. Carlos is fluent in Portuguese and Spanish.

  • Annuities
  • Long-Term Care Planning
  • Tax
  • Life Insurance

5

(37)
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MO

great

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.

FREE
  • Carlos Dias Jr.
  • 1 Credit

CRITICAL IMPACT OF THE SECURE & CARES ACTS ON YOUR CLIENTS RETIREMENT AND ESTATE PLANS (LATEST 2021)

  • Apr 23, 01:30 PM EDT
  • AFSP
  • CFE
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
  • CSA
Register
  • 4.5 (529)
$10
  • Carlos Dias Jr.,
  • 1 Credit

Annuity Basic with Latest Updates

  • Feb 10, 09:30 AM EST
  • CFP
  • CFE
  • CPA
  • CVA
  • EA
  • Tax Professional
  • PFS
  • CTEC
  • CSA
Register
  • 4.7 (37)
$10
  • Carlos Dias Jr.,
  • 1 Credit

Critical Impact Of The Secure & Cares Acts On Your Clients Retirement And Estate Plans (Latest 2020)

  • Feb 10, 09:30 AM EST
  • CFP
  • CFE
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
  • CSA
  • AFSP
Register
  • 4.5 (98)
$10
  • Carlos Dias Jr.,
  • 1 Credit

Annuities Advanced

  • Feb 10, 09:30 AM EST
  • CPA
  • PFS
  • CSA
Register
  • 4.3 (120)
FREE

How to choose the right financial advisor

  • Apr 09, 02:00 PM EDT
  • CPA Canada
  • CPA
  • PFS
  • CSA
Completed
  • 4.4 (30)
FREE

A Deeper Look into Annuities 2021

  • Apr 06, 01:00 PM EDT
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
  • CSA
  • AFSP
Completed
  • 4.4 (49)
FREE

Annuity Basic with Latest Updates

  • Apr 01, 02:00 PM EDT
  • CPA
  • CVA
  • EA
  • Tax Professional
  • PFS
  • CTEC
  • CSA
  • CFE
Completed
  • 4.7 (37)
FREE

Critical Impact Of The Secure Act On Your Clients Retirement And Estate Plans

  • Mar 26, 02:30 PM EDT
  • AFSP
  • CFE
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5 (529)
FREE

CRITICAL IMPACT OF THE SECURE ACT ON YOUR CLIENTS RETIREMENT AND ESTATE PLANS

  • Mar 12, 03:00 PM EDT
  • AFSP
  • CFE
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5 (496)
FREE

CRITICAL IMPACT OF THE SECURE ACT ON YOUR CLIENTS RETIREMENT AND ESTATE PLANS

  • Feb 19, 11:30 AM EDT
  • AFSP
  • CFE
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5 (469)