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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)

Retirement Planning

Preserving assets in retirement after accumulation with a focus on sequence of returns risk and longevity.

Estate Planning

Effectively transferring assets to future generations while saving money on taxes after death.

Long-Term Care

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