Carlos Dias Jr.
President • Dias Wealth
Orlando, Florida, United States •
$5,001 - $10,000
About
I'm a multilingual financial advisor that can tailor a custom presentation on a variety of topics.
Speaking Topics
Financial services
Business
Skills & Trades
Signature Programs (9)
Preserving assets in retirement after accumulation with a focus on sequence of returns risk and longevity.
Effectively transferring assets to future generations while saving money on taxes after death.
Healthcare for the incapacitated not covered by Medicare which may include government benefits.
Your Experience with Carlos
Your perspective matters!
What was it like engaging with Carlos?
Available For
Conference (Full-day Event)
Workshop (3+ hour event)
Moderator
Webinar (Virtual event)
School (incl. charity)
Fee
$5,001 - $10,000
Open To Bookings
North America
Languages
English
Portuguese
Spanish
