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The Keys to Financially Prepare for What’s Next

Learn what you need to know to take control of your finances. From what questions to ask an investment advisor to the difference between some important financial terms, this conversation will have you feeling empowered and ready to take the lead in your finances. 

You'll learn:

The basics of finances, and clarifying financial terms. 

How to better understand the relationship with your financial advisor.

What tools you can use to empower yourself and take control of your financial plans.

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Public Speaker, Contributor, Instructor, & Wealth Advisor

Carlos Dias Jr. is a public speaker, contributor, instructor, and wealth advisor with MVP Wealth (a division of Dias Wealth, LLC) in the Orlando, Florida, area. He works with clients in the areas of financial planning, investment management, tax, estate, and insurance planning. As a nationally syndicated columnist, Carlos has written for Kiplinger, MarketWatch, and Forbes. Carlos has been featured or quoted in Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's frequently interviewed on television and radio pertaining to personal finance and professional athletes. Carlos is multilingual, fluent in both Portuguese and Spanish. To read or learn more about Carlos, please visit

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